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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: chenys who wrote (135208)	7/1/1999 4:24:00 AM
From: HungryMan	Read Replies (1) \| Respond to of 176387

"Let's all relax. DELL is going to explode soon. Very soon." I stand behind this, agree, and can't wait! :) Good luck.. - Hungry

To: chenys who wrote (135208)	7/1/1999 12:44:00 PM
From: Jon Stept	Read Replies (1) \| Respond to of 176387

q y chen- re:"Let's all relax. DELL is going to explode soon..." Hi q y chen, I was wondering if you can provide some reasons to your prononucement. Not that I would mind to discover that you indeed are a seer. However, I have not met one yet and logic says some type of industry catalyst will be required to move this stock out of it's base, and all our crystal balls see that catalyst in a pretty thick haze. Indeed, a reasonable argument may be put forward that this stock's heady days are over if corporate systems don't require a new application or operating system.... it kinda ended with NT and the internet. Why do companies need to upgrade their systems now? And the upgrade cycle ended quite a while back... Dell was able to extend this upgrade growth cycle by tacking on the effeciences of their exquisite just-in-time manufacturing model at the very end, and now they can't squeeze anymore out of it. I think the industry catalyst will either be voice recognition software, mass distribution of stream media, voice-to-ip conversion all the way to the desktop or massive corporate re-engnieering in non-US economies. I also think Dell could enter a related line of business... they certainly have proved that they may have supernatural powers as the ghost of Henry Ford seems alive and well in RoundRock. What he doesn't need food? He is hard to see? He floats into work when he wants to? He moans and groans a little? So what! Use him!! You are used to the non-conformist, creative types that are attracted to technology, software and engineering... hell, now you got a ghost.. you should flaunt it. Not every high tech company has a ghost you know... kinda a cool... I might even say fashionable. So, give him a nice stock incentive, a corner office a few posters of Casper and let him have a little power. Takeover a company, re-engineer around just-in-time manufacturing and then sell it back out... they were doing it in the 80's, why not now? Although it might be hard to stomach taking out the distributors that many of these established businesses have in place, the brokerless society is coming, one way or another, so why shouldn't Dell profit from it now that Henry is there. Just my captialist-pig opinion. Jon :)