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

To: Chuzzlewit who wrote (55689)	8/2/1998 6:17:00 PM
From: jhg_in_kc	Read Replies (1) \| Respond to of 176387

Chuz, thanks for the fine clarification. Now Re: Dell imploding. You counseled diversification because any stock could implode. being something of a worrywart, I heave tried to come up with a reason that Dell might implode. we have ruled out the direct model competitor as unlikely to in your words, bridge the chasm. all i can think of is something other than the pc becomes the device through which the world chooses to access electronic information. and the most likely candidate is of course the television. with some kind of set top computer built in. Some time ago I read an article in the NY Times about a company that people speculated Microsoft might acquire which had patented I believe software that would make the Internet accessible on Tv without having to go through a cable modem. THe companys name was C-Quest or C-??? I can;t find it right now. I"m sorry. I,ll see if I can find it soon. (If this rings a bell for anyone reading this, could you post this company's name that began with the initial C) So... Is such a scenario realistic? THe PC goes the way of the proverbial whalebone corset and the new window to the web is Tv_based? Is it likely? THen what becomes of our highflying Dell? any thoughts? jhg

To: Chuzzlewit who wrote (55689)	8/2/1998 10:33:00 PM
From: jbn3	Respond to of 176387

Leveraging Chuz, Just a thought. You said, When he talks about "leveraging investments others have made" he means don't reinvent the wheel -- use the R&D of your suppliers rather than duplicate what they have done. I agree absolutely, but think that is only part of it. I believe that Michael used it to connote future as well as past R&D. Since DELL is so finely attuned to what its customers want, it is able to go back to its suppliers and more sharply define the direction of their future R&D. DELLish, 3.