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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: edamo who wrote (129610)	5/28/1999 12:55:00 PM
From: rudedog	Read Replies (2) of 176387

ed - In a way, the subtle shift of the industry to an acceptance of "the PC is dead" is another example of a breakup of symbiotic relationships, not unlike what happens when supply chain pressure makes the penalty for dropping the ball on JIT less onerous than delivering. We saw Gerstner, Pfeiffer and Platt start the mantra - they were already shifting their own businesses away from PCs and knew they would have weak PC growth so why not make that a positive? Now Groves and Chambers are on the bandwagon. Armstrong has a plan for T that does not look to PC growth for validation - he is on the bandwagon too. If DELL and GTW get pasted because they can't get on the bus, Oh Well... The solidarity that helped the PC vendors in the first half of this decade has almost completely disappeared. They did compete with each other aggressively back then, but no one would "poisen the well" by saying anything less than wildly enthusiastic about the growth of the PC industry. Now even Gates is cautiously shifting.

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