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

To: Chuzzlewit who wrote (74062)	10/23/1998 3:20:00 AM
From: FR1	Read Replies (1) \| Respond to of 176387

He said in no uncertain terms that the dry spell in computers was over .... the next big push will be fueled by the next release of Windows NT.....He also pointed to Y2K compliance in hardware ... that favors replacement. Let me see if I got it right.... 1) The dry spell is over => The big PC sales are today. No, wait... 2) Y2K compliance pressure => The big PC sales are next year - 1999. No, wait, there's more ....... 2) The next big push is NT5 => The big PC sales at the end of 1999. I love a cheerleader. Our team wins all the time!

To: Chuzzlewit who wrote (74062)	10/23/1998 11:30:00 AM
From: JRI	Read Replies (1) \| Respond to of 176387

Chuzz- Thanks for the info on Murphy..Although there are some on the thread who may be better suited to judge (him), since I have been following Dell, I have found Murphy to be knowledgable and balanced (in the sense that it appears he is not a perma-bull on (all) technology, or Dell).. Saw him on the tube in September, at which time he liked CPQ over Dell (!)..as his no. 1 stock pick...dont know his feelings now.... I'm sure you're aware he writes the California Technology Stock Newsletter...(think I got that right) I guess the evidence now is pretty powerful that Y2K is a net gain for Dell (remember when there was debate about this earlier this year?)