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

To: Geoff Nunn who wrote (47508)	6/14/1998 2:52:00 PM
From: Bilow	Respond to of 176387

Hi Geoff Nunn; Yeah, you heard it from me first. Anybody who doubts my ability to understand where PCs are and where they are going should consider that fact. Things are moving a few months faster than I thought. I figured that $400 PCs would hit this Xmas, not this school season. The feeding frenzy in the low end PC market begins. Look for the truth to slowly dawn on even the slower analysts over the next 6 months. The big cuts in prices can't stay in just the low end, but will move up the food chain to servers and beyond as integration allows cheaper PCs at the higher end. This is trivially predictable, based on what various parts of the computer industry has done many, many times in the past 20 years. -- Carl