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

To: Bilow who wrote (46621)	6/8/1998 12:31:00 AM
From: Geoff Nunn	Read Replies (1) \| Respond to of 176388

Carl, Your post raises a really interesting issue. Unfortunately, it goes goes far beyond my expertise - I'm an economist, but since you addressed it to me, let me ask you a question. Both in this and your previous post on chip integration you seem to express a great deal of confidence in the work being done at National Semiconductor. If that's the case, then how would you explain the recent performance of National's stock? techstocks.com Thanks for your post. Geoff

To: Bilow who wrote (46621)	6/8/1998 9:11:00 AM
From: Clayton	Respond to of 176388

Bilow, Are you a humanitarian or what ? Trying to warn of us of the impending gloom and doom in the PC industry. Why are you so interested in Dell and other PC makers, so as to spend so much time to post all these links and your opinions ? Come clean and tell us your position with respect to Dell stock. A naive Dell investor would read your posts and panic into selling their stock asap. A PC (PERSONAL COMPUTER is not a dinosaur like mainframes or minis. I worked in those. Every one except the systems programmers who kept them running, hated them. A PC, unlike those dinosaurs, empowers individual user. They don't have to depend on the tyrannical systems programmers who control those dinosaurs. Sort of like, individual autos, as opposed to public transportation like trains and buses. As long as this dynamics plays, PCs will continue to thrive just like autos. You may be an engineer, but one should apply some common sense before blindly comparing the PC industry to the Integrated Circuits industry and mini/mainframes. BTW, I am not suggesting that Dell will continue to grow at 50% rate forever. I think it still has room to grow for a few more years. Regards, Clayton