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

To: Phillip Crone who wrote (31453)	2/28/1998 9:11:00 AM
From: Boplicity	Respond to of 176387

Phillip, Re: They are going to sell low priced computers just like they did VCR's and TV's. This is not DELLs market. Furthermore, once those people buy those computers and realize how underpowered they are and become net/computer savvy, they will upgrade to DELL computers. I'm happy about the sub $1k market, it expands computer use, should play right into right in to DELLs hand. Greg--->NIC = Network Interface Card (They are LAN interface cards) the correct term to use is NC = Network Computers

To: Phillip Crone who wrote (31453)	2/28/1998 12:04:00 PM
From: stephen wall	Read Replies (1) \| Respond to of 176387

Phillip, While I agree with much of what you said, I think that there is a tendency in your thinking to look at the industry from one perspective-the end user- and to view is as a zero sum game. I dont believe this. From the production worker perspective, I dont believe the fully featured PC will ever disappear. Much as the early clairvoyants of the industry foresaw a paperless economy, we know that nothing of the kind has occurred. As well, the fear of massive unemployment from computerization did not occur but rather it's opposite, albeit hats have changed. And that, we know, has occurred throughout history. That's progress. That's life. The most valuable and most expensive resource a company has had or is ever going to have is human. The employees are the real gold and the tech industry pundits tend to deflect this, focusing more prevently on the tangible new chip or the quantifiable new software package. And one of the most important aspects of worker productivity, I think, is happiness about doing what one is doing, and the freedom from constraint that that implies. I see the NC as a threat to this world. Please refer to the following article and give me your thoughts. Message 3327052 regards, stephen

To: Phillip Crone who wrote (31453)	2/28/1998 4:39:00 PM
From: Satellite Mike	Read Replies (1) \| Respond to of 176387

If you look back at Compaq's earnings statements, you'll see that when Compaq made the same amount as DELL (in '94 and '95), its Capitalization was about 9 Billion dollars. Why should DELL be valued as high as General Motors (Fifty Billion) when it only makes a third as much as Compaq? Last quarter, Compaq improved earnings a lot more than DELL. Yet Compaq's Cap was down over 2 B. yesterday while DELL gained almost 2 B. Is anyone even looking at the balance sheets? DELL made about 400 M this past "blow out" quarter. Does that really make it worth 50 B? Something is wrong with my math. MV BABER