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

To: Mohan Marette who wrote (74478)	10/26/1998 9:19:00 PM
From: Bandit19	Read Replies (2) \| Respond to of 176387

Mohan, Hi! Here's some sound investment advice (per Gregory R. Spear, editor Independent Investor Digest) concerning the Y2K problem. "We would recommend that you not invest heavily in the small cap Y2K companies. These companies will be at the frontline for potential Y2K litigation. The Y2K industry is becoming crowded, with many software and hardware industry leaders now offering Year 2000 solutions. Many Y2K companies lack coherent business plans and business models beyond the Millennium. Originally, technology professionals believed that all that needed to be done was the reprogramming of the application systems. This 'lines of code' approach to the problem will not work because it takes into account only one component of the system. The system needs to be repaired end to end. Many organizations wrestling with this problem have come to understand and accept that their entire system needs to be replaced. Many older mainfraime systems just can't be corrected. The proper approach to the problem is to view the solution as a complete re-engineering project. Many companies will find that the best solution to the problem is to start from scratch with brand new equipment and systems. Those companies that will supply the replacement hardware and software systems for complete re-engineering and replacement solutions will do well. DELL has seen a significant increase in their sales in Europe due primarily to the need for the Common Market to scrap and replace their computer systems. Watch this problem closely in the coming months. How our companies handle these issues will determine how well their stock will do into the next century. For now, our advice is to place your bets with DELL, Intel, and Cisco, three of the top harware suppliers with the resources to ensure bug-free replacement and re-engineered solutions to the accelerating demand for Y2K assistance." Sounds like our DELL is the right solution to this serious problem. Best, Steve