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Technology Stocks : Dell Technologies Inc.

DELL 140.41

+1.1%

3:59 PM EST

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To: stock bull who wrote (130316)	6/2/1999 12:10:00 AM
From: Gold Beach	Read Replies (2) of 176387

Stock Bull: <The box business is a tough one.> Recently I received an article in the mail from Edward Jones. Their article entitled "Follow the Bandwidth Rainbow" suggests that technology is evolving major emphasis from PCs to Communications Networks. They say that the Internet is changing the PC from a computational device to a communications vehicle. My interpretation of the article is that bandwidth is the new scarcity and thus companies that resolve that problem are the ones to own stock in. They suggest that Intel, Microsoft and Dell will benefit to a lesser degree from the paradigm than other communications-oriented companies.

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