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Technology Stocks : Dell Technologies Inc.
DELL 133.35+0.1%Nov 28 9:30 AM EST
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To: nihil who wrote (75104)11/1/1998 2:15:00 PM
From: stak  Read Replies (2) of 176387
 
nihil,
>>Anyone who thinks that PC's and Servers. x86 mpu's, PC software,
and backbone networking are going to grow slowly are simply wrong. To demonstrate that these four firms will fall behind in EPS on an absolute basis, will have to explain who is going to take over the markets.<<

I am simply wrong, but, I think that not only will PC growth slow but it will reverse severely in the following years. It not "who" in this case but what.
The days of the traditional do everything PC are numbered. There's just too many specialty products ready to be intro'd soon.
stak
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