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Technology Stocks : Dell Technologies Inc.
DELL 125.97-1.0%3:59 PM EST

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To: Knighty Tin who wrote (100169)2/16/1999 12:08:00 PM
From: L. Adam Latham  Read Replies (1) of 176387
 
Michael:

Re: 4. Dell is in the wrong part of the business. The corporate side is now a hurting puppy, which we have seen with the channel in deep kimshee and Y2K arriving and S&P 500 eps hardly growing at all.

I work on-site at Boeing in St. Louis. Boeing certainly is one of the "hurting puppies", with major cost overruns, intense competition from Airbus, and an uncertain defense industry. Yet, day after day I keep seeing Dell boxes pouring into my building, and these are 400 and 450 MHz Pentium II systems. It's only one small snapshot of corporate America, but Dell's business here certainly doesn't seem to be hurting.

Adam
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