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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: stock bull who wrote (127838)	5/22/1999 12:16:00 PM
From: Ian@SI	Read Replies (1) of 176387

S.B., The appliance will probably bring in more people who wouldn't have bought a PC due to price. i.e. - the overall market size will be substantially increased. Initially, some potential PC users, at the margin, will be swayed toward appliances. That's round 1. Round 2 will occur within 3 years when the upgrade cycle begins full force. At that time, the growth in home PC sales is likely to take an amazing growth spurt. Net: I don't see much downside short term. Mid term, I see good upside. We'll soon know the reality. Ian.

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