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

To: MichaelW who wrote (73814)	10/22/1998 6:51:00 PM
From: Craig Lieberman	Read Replies (3) \| Respond to of 176387

All....MORE NEWS....WHAT SLOW DOWN...?... I haven't noticed a slowdown at our shop. ITS MORE THAN JUST UPGRADES.. IT IS GROWTH. The company that I work for (fortune 100) seems to be hiring left and right. Even offers us incentives to find qualified individuals. So its not just upgrades that cause system purchases and leases. It is the growth in the industry. New buildings with new desks and new bodies working away at those desks. Think about the job market... Don't 30% of the high end programming jobs go unfilled? This means demand is there for growth in engineering departments all over the place. At a theoretical existing company, If we had 100 engineers and now we have 125, we need 25 new systems PRONTO, AND a bigger server, more network capacity, and maybe upgrades for some of the older machines out of the original 100. Support staff who have more to do and need better/faster tools. Finally, we also have a transition away from UNIX as the sole development station and shifting to more NT PCs on the desktop. Many engineers have both on their desktops. As programming transitions to Java, the place you program is less important. Even if you are targeting UNIX boxes, you can develop mostly on PCs. Most documentation is transitioned already to PC. The design tools are better on PC systems. All of this speaks to a trend. And that trend has DELL sitting squarely in front of it best able to reap the rewards. This is why I invest in DELL instead of SUN, or SGI. Craig