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

To: kahunabear who wrote (68863)	10/2/1998 2:39:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 176387

<OT>Yes thats true y2k propelled these stocks as well as the shift to client server (which was a much larger phenom imo). Anyway I agree things look bad for us software people until after 2K minimum. And whole businesses - Im thinking of processware here - are not going to get off the ground. Weve been on a joyride in enterprise software for 8 years so this is not easy to read. One thing, do people realize that software is pretty played out from a functionality standpoint right now. We have no real new products... front office is 4+ years old, theres SCM but thats being cannabalized by the ERPs etc. Otoh Dell is launching a whole new business in servers where I believe they will win big (of course thats an opinion).... if ERP software had a major new product offering (like Dell) we wouldnt be in this soup. Michelle