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

To: Jim Patterson who wrote (26691)	1/1/1998 6:58:00 PM
From: hpeace	Read Replies (1) \| Respond to of 176387

Jim, no...I don't diversify that much... in fact my few mistakes have always been diversifications. I answered questions from others on Orcl with what MIS was doing and how you could expect orcl to run up then tank. Made no play on orcl...but, the pc purchase has zero correlation to orcl. MIS directors are laughing at you trying to tie them together. okay, you don't know . the long distance rates have dropped 60-70% and local rates have dropped 50%. this is giving MIS in every corporation 100's of millions to spend on technology since they were month expenses and technology is capital so it's prorated over 36-60 months. their is massive amts. of money to spend before MIS budgets go up. but, recent surveys say that MIS budgets are going up from 5 -10%. the telecom paradigm is allowing spending to go up four times that. Even small compnaies can spend 500k-1mm capital of what they save on telecom. A compnay like Kodak can drop rates from 7 cents to 5 cents and free up millions to spend on capital. Just a company with 10k a month on long distance can drop their long distance rate and save enough to buy 250k of capital without their budget going up. then another 100k capital on savings from local service drops. then pagers and cells have dropped like a rock and savings there to spend on caitpal. every $ they drop out per month lets them spend $36 to $60 on capital w/o budget going up... and surveys indicate that mis is going up budgetwise a bunch. technology is allowing the USA to kick far east mfg'ers B---. they don't use technology in their business processes and don't lay off people. Multi-nationals(pepsi, Kodak and alike) are deploying dif. ERP's that will not use oracle til late 1998 and 1999. plus , it shuts down orcl chance for consulting and ERP sales. This is one of the reasons that orcl didn't get the upgrades in the far east, and Europe..surprised you didn't know that. These projects will eventually kill any ERP consulting or system sales too. How could you miss this...there were 3 or 4 ERP companies that pushed out their oracle versions of their product..you didn't know this????????? It's what I've been saying...you probably got lucky on orcl but all your reasons and assumptions were incorrect.