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

To: OLDTRADER who wrote (151164)	1/12/2000 3:46:00 PM
From: JRI	Read Replies (1) \| Respond to of 176387

...although Dell should ALWAYS stress OTHER growth opportunities that they are entering.....THEY STILL NEED to defend the premise that the PC is not "dead"....of course, IBM says the PC is "DEAD"...IBM does not know how to make money selling PCs.....so, for all intents and purposes, the PC is "dead" (for them).......of course, HP talks about "the internet is the answer (or whatever)"...who can argue (with the fact that the internet is going to be big)..no one....so HP, by leaving out/de-emphasizing PCs draws attention away from their massive failures...by hooking your PR tag onto the internet, one can not argue with your slogan... Dell has succeeded, and is beating all comers (with exception of Gateway in direct sales, and CPQ is certain consumer segments)..that's OK...there is room for some other companies to be semi-successful...But Dell can not allow those who have no vested interested in PCs DEFINE THE ARGUMENT as they have....PC is dead? There are going to be 25 million sold this year...and 100 million with 8 yrs....that is not "dead"...maybe slower growth (than in handhelds), but not "dead" (by no means)... Even if its not "sexy", Dell needs to remind the market of this (constantly)...ALONG WITH other important growth ops...IMO...

To: OLDTRADER who wrote (151164)	1/12/2000 10:38:00 PM
From: rudedog	Respond to of 176387

Bill - I spend a lot of time with senior MSFT executives - and although they don't think the PC is dead, they are not "betting the company" at all. The recent hiring of Rick Belluzzo, and consolidation of the new media and internet products under him, is a bet on everything BUT the PC. Likewise, MSFT's investments in communications infrastructure, middleware technology, and the like are hedges just in case the PC is really dead... The intent is for MSFT to have less than half of its business dependent on PCs in what MSFTies refer to as the "PC Plus" era... they expect that transition to be complete in about 3 years.