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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: kahunabear who wrote (68859)	10/2/1998 2:24:00 PM
From: Lizzie Tudor	Read Replies (2) of 176387

whipsaw, Everybody knows enterprise software is a mess right now. But it is not cyclical. It is not a mature industry... come on, youve got to be kidding! The 3 factors affecting enterprise software (whcih btw includes the scm players) are: y2k, saturation in mkt, lack of skilled (affordable) personnel. After y2k things will pick up, but thats hardly a business cycle phenomenon. Michelle

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