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Technology Stocks : Dell Technologies Inc.

DELL 135.98

+3.0%

Dec 2 3:59 PM EST

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To: Chuzzlewit who wrote (95751)	2/7/1999 2:26:00 PM
From: BGR	Read Replies (1) of 176387

CTC, If IBM can't sell superior PII machines at the same or better price than an inferior 360 machine and pocket the difference gained from improved cost efficiency via better technology, it simply means that demand for PII's at a price of 360's do not exist. Generalizing, this in turn means that since 1960's demand for computers have weakened (it may seem different on the surface), otherwise manufacturers could have held prices steady or increased prices as the performance has improved. Which in turn means that the computer industry have always been fighting an uphill battle and any prudent investor would short the industry as sooner or later they were going to crash. Y2K is the trigger. Right SB? -Apratim.

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