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

To: Ibexx who wrote (39953)	5/2/1998 12:12:00 PM
From: Walt Corey	Read Replies (1) \| Respond to of 176388

Ibexx, I am certain there will be a bump or two along the way but I see the industry as being very solid growth for the next couple of years at least. Effectively MSFT and INTC are driving the growth of DELL and CPQ. I see the following happening, INTC will continue to grow the Pentium until it gets around 500 mips. At that point there will be a 786 which is the Pentium without 8086 instruction set. This will dramatically reduce the real estate on the chip and allow 'the next generation' of chips to hit the 1bips range. I would suspect in the Y2K time frame MSFT will produce a version of NT with no 8086 VM code, significantly reducing it's size. The net - net is we will have significantly much smaller machines that are significantly faster. Virtually EVERYONE will be buying new machines and new O/S's...I mean EVERYONE. This will happen sooner rather than later and is about as far out as I care to pontificate. I see lots of opportunities for buy/sell rebuy/resell but I would get absolutely nailed with capital gains if I sold my position. So I do have a vested interest in a solid consistent growth for the next several years. I'd like to retire before 50 (3 yrs) and not get nailed with cap gains. I would certainly appreciate any wisdom you have come to. Walt