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

To: John Koligman who wrote (164199)	2/22/2001 4:58:00 PM
From: mepci	Respond to of 176387

John: What I am observing is that y2001 is the year of software integration. People have enough MIPS, PCs, and workstations. They have also built up as much transaction volume handling as they really need. Now organizations (corporate, GO, and NGOs) are realizing that they need to improve their workflows. Last time they tried this they got heavily burnt by high priced consultants who ate their money on the frontend and left them holding the bag. Now they want turnkey solutions. That can be field day for systems integrators like EDS or their more hungry lean competitors. So I expect hardware to take backseat for the next 3 quarters atleast. So try whatever they might, I don't think this stock can pass 30 this year.