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

To: JPR who wrote (56889)	8/7/1998 9:43:00 PM
From: kemble s. matter	Respond to of 176387

JPR, Hi!!! << I might modify that a little bit: Fiscal and physical aspects of Dell's future>> You realize things just shouldn't be this easy to understand...I ask myself every day why investors aren't just buying Dell and holding ....I know some think they can get in and grab a few points..then run...but, why worry and try to time this market let alone this stock..IMO the long term position on Dell has never looked any better...the entire concept of the Virtual Integration is unstoppable...unless there is some valid theory someone has that has yet to be thrown onto this thread I wonder where anyone can find the means to stop Dell....well, it isn't just my opinion since I just saw an incredible amount of acreage that is presently being developed in Round Rock...the move into Brazil and China...the increases in Malaysia and Limerick....why is Dell going to this expense and efforts if they aren't planning on using this "doubling" of facilities? The server factory had 36 bays on each side of it...36!!! I look at those pictures and I am stunned....just servers....I do have questions....and one thing does bother me...where will the Data Storage be built?? Perhaps some of that land that we saw being bulldozed...is that the future site of where these will be constructed? Data Storage..will be shipped in Sept.....interesting...every other product that Dell introduces quickly moves to being one of the best selling in the world....How soon do we hear about a plant...just for Data Storage?? Yes, the physical does become fiscal. Best, Kemble