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

To: Meathead who wrote (24990)	12/12/1997 11:06:00 PM
From: Ian Davidson	Respond to of 176387

Hi Meathead...thanks very much for your reply to Mohan. I enjoyed reading it very much. It seems to me that the buyers of these "subs" are going to be buying a new 'puter every year just to keep up. Ian

To: Meathead who wrote (24990)	12/13/1997 8:51:00 AM
From: Mohan Marette	Respond to of 176387

Meathead: Damn man,I am disappointed <g> as I was trying to find something in your reply to argue against,but couldn't find any! Put it antoher way, I couldn't have agreed with you more even if i tried. I remember when modems with 9600 kbps came out, some folks were saying 'wow-this is a fast a mother,who needs faster modems?',one could have heard the same response from the same people when 286's came out.Now they are at it again,expressing pretty much the same sentiments about P300's and P450's. Trying to predict the future especially in technology is an exercise it futitility at best and sophomoric at worst. Oh well, there are people still believing in 'flat earth society'!

To: Meathead who wrote (24990)	12/13/1997 5:39:00 PM
From: Chuzzlewit	Respond to of 176387

Meathead, you've summarized all of the reasons I believe that computer manufacurers will continue to be a growth industry. Add to that the nimbleness with which Dell executes and you have my prescription for success -- a leading company in a growth industry. The unknown is the stock market's reaction to Asian monetary woes, because the stock market itself can have a major impact on Dell's performance. If capital markets continue to contract it is possible that we will see fewer equity offerings (both primary and secondary) which will result in lower than anticipated computer demand. However, once the Asian monetary and capital markets have stabilized, we should have fairly smooth sailing ahead. Thanks for your well thought out post. Regards, Paul