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


To: TwoToTango who wrote (65269)9/12/1998 4:06:00 PM
From: TwoToTango  Read Replies (1) | Respond to of 176387
 
See cover story for this month's Money magazine. Several of the world's "best investors" are interviewed. Dell appears to be tied with Microsoft as the stock most often recommended. E.g., Abby Cohen "We like Dell." (as well as Intel and Microsoft); Cramer: "The best business model out there." ; and my favorite, Ann Winblad -- though she isn't big on "hardware companies" generally, she has nothing but praise for Dell. "Dell is a manufacturing company that is increasingly a capital-efficient information company. It has outsourced much of its business. It has become the hub of an information-system process, rather than simply a hardware company."

Winblad believes demand for technology is insatiable. In 1980, about 20% of corporate capital spending went to information technology. "Today it's 40% and climbing every month.............Fasten your seat belts: It's a more than exciting time." GO DELL!!!!!!!!