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Technology Stocks : Dell Technologies Inc.
DELL 117.44-1.6%Nov 20 3:59 PM EST

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To: Meathead who wrote (121595)5/2/1999 1:38:00 AM
From: Boplicity  Read Replies (1) of 176387
 
re: The real point I'm making is that predicting the short term price
movement of Dell based on present or historical information is
futile.

How right you are. It's a bit like arm chair quarter backing.

Since Mohan got me searching bast post, I have found some during the Hpeace (aka Steve) and Hank period concerning my pc sector predictions.

<<<<<Subj: WOW its going to happen--All this speed is very good for RMBS
Date: 97-08-01 00:48:12 EDT
From: GMullineau
To: Roger n co

Do you remember when I sent you this? April 3 of this year.

<< <Jump to winter 1999 people are starting to get excited about the turn of the century The internet is three time faster,HDTV is out, and low end PCs are running at 400Mhz. You might not even know where the PC begins and the TV ends. Top of the line PC/TVs are running at close to GIG. So I am calling the turn to happen in the winter of 1999>> ....I hope I am off a year so but I don't think so...
>>>

and this from Dec 14 th, 1997

<<It was during the 1995/1996 time frame that I decided 1997 was going to be the year of xDSL, and DVD, and for them to drive PC sales, it didn't happen, now it looks like late 1998/1999. The point I am trying to get across is that fact that this pie in the ski stuff that is supposed to be driving PC sales in the future might take much longer then you think. >>

And it's still not happen two years latter. Broadband (yet) and DVDs are not driving PC sales, it's the interent. I feel this is the year the Broadband wagon really get rolling and I have added wireless access devices to my thinking. Once G3 gets going the broadband (G3) wireless access devices are going to be big, and will surpass the PC in numbers as Internet access devices, ergo my investment in QCOM.

Greg

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