Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: jbn3 who wrote (34968)	3/20/1998 12:08:00 AM
From: STOCKSTER	Read Replies (2) \| Respond to of 176387

OFF-TOPIC I think I'm going to dump my shares of INTC. I already own Dell and want to deversify my portfolio. I was thinking about picking up either KO or MSFT. Any suggestions? I really don't think Intel is going to go anywhere in the next few months and it looks like the tech sector may move sideways due to the uncertainty caused by poor earnings. Perhaps a defensive stock like Coca-Cola might be a better investment than Microsoft? Appreciate any advice... -STOCKSTER

To: jbn3 who wrote (34968)	3/20/1998 12:55:00 AM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

3, Congratulations on an excellent analysis. Bottom line: channels and forecasting demand do not mix happily with falling component prices and rapid technological obsolescence. However, lean inventories and JIT manufacturing do. Regards, Paul

To: jbn3 who wrote (34968)	3/20/1998 6:29:00 AM
From: Paul van Wijk	Read Replies (1) \| Respond to of 176387

3, About Y2k; - the "legacy"-software is one part of the problem, the biggest problem however is the so called "embedded software", - although only a very small portion of the billions of machineries will fail, consequences can (and will) be big. - PC's are not per definition Y2k-compliant, even recent models, - IRS needs to make 130.000 PC's Y2k-compliant. They expect problems to make it before 1 jan 2000 - there also is a problem with the fact that 2000 is a leap-year - the expected costs to solve the Y2k-problem are constantly increasing - don't forget about the tremendous (and increasing) shortage of IT-personel - it will be a nightmare, one way or the other - but I don't think it will seriously hurt Dell For software to check if your PC is Y2k-compliant go to this link y2kpcpro.com Paul