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

To: jbn3 who wrote (34625)	3/17/1998 4:46:00 PM
From: W.B. Michaels	Read Replies (1) \| Respond to of 176387

Buy new and capitalize rather than repair-quicker-more productive.

To: jbn3 who wrote (34625)	3/17/1998 9:39:00 PM
From: John Trader	Respond to of 176387

3, Good analysis. I was thinking of Y2K mostly in terms of tech spending being trimmed by all sorts of companies, and this resulting in tech company revenue shortfalls. You made a good point in that this could be an opportunity in a sense for companies that execute well during the crisis. The idea that Dell may get some of the Y2K spending money in the form of orders for Dell computers or whatever else is something I don't completely understand. I thought that Y2K was only a mainframe or VAX type computer software problem. Is it possible that Dell computers could replace some of these? Is is possible that PC's will be bought as workstations, so to speak, for programmers to rewrite the mainframe / VAX code (e.g. a burst of PC orders to support all the retired programmers who have come back to work on Y2K?)? Is it possible that this is the case, and that Dell will benefit overall from Y2K? Perhaps someone on this thread who is a current or former mainframe programmer could shed some light on this. I am also a bit confused as to where all the big Y2K money that is spent will end up going. Obviously COBOL programmers are going to do well, but if billions are spent, it has to be more than just that. I am starting to talk myself into the idea that Dell may benefit. Maybe IBM will be the the main beneficiary. I am curious if you or anyone else has any thoughts on the above. Regards, John