Dell Technologies Inc. Message Board

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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: stock bull who wrote (129092)	5/26/1999 8:49:00 PM
From: Tradegod	Read Replies (3) of 176387

What's holding Dell back? a few thoughts.. 1. PC business has been losing favor for some time, Dell was the last to correct. 2. MSFT has been turning everyone's attention toward other devices with their large investments in cable. Read Cramer's column. 3. Summer/Y2k etc. 4. Growth rate is slowing. 5. Fresh money looking for a bounce is lured to hotter sector's; inet, etc. Finally, we may be, no we ARE seeing a major shift from the personal computer era to the communications era. That's why MSFT is investing in all these non PC related ventures. I'd look for Dell to make an outrageous aquistion to spread into the communications sector. With their manufacturing expertise, marketing ability, and street favor they should do it. How about BRCM or COMS?

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