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

To: jbn3 who wrote (34805)	3/18/1998 1:57:00 PM
From: stephen wall	Respond to of 176387

3, Re: ACVC Will the Dell's include this? biz.yahoo.com Here's some miscellaneous stuff you might find interesting if you havent already seen it: From Allen Benn on Wind River thread: Smart packets from DARPA Message 3720914 Message 3721047 Message 3721165 Sensors and the future of IT from Paul Saffo: iftf.org stephen PS If you need a good laugh read this weeks John Dvorak's article on an Intel/Compaq merger in PC Mag. I guess they would have board meetings on the Jerry Springer show with Janet Reno as guest host.

To: jbn3 who wrote (34805)	3/18/1998 3:24:00 PM
From: William C. Spaulding	Read Replies (4) \| Respond to of 176387

Market forecast for the next month: flat for the rest of the week; this Friday afternoon, down; up on Mon, Tue, and Wed by a few points, then down to flat again for the rest of the month; up in the beginning of April, then down again to local minimum in mid-April as the market waits nervously for the earnings reports. I know some of you here were commenting about Warren Buffett's bullish report, but according to this Money magazine article, many analysts are interpreting the article differently. pathfinder.com More competition for Dell: news.com. As I said here many times a while back, I think that used and remanufactured computers will become a larger part of the market, especially as they increase in power while dropping in price. Even businesses don't need top power for every station, or even most stations. I'm not saying that Dell will not do well, just something to consider for the future. At some point, the 50 p/e is probably going to drop considerably.