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


To: BGR who wrote (101891)2/17/1999 12:57:00 PM
From: The Phoenix  Read Replies (1) | Respond to of 176387
 
BGR,
Thanks for the comments. It should definitely be interesting to see how things progress. It seems to me however that comparing DELL and CSCO is difficult at best.. Two distictly different business models and two distinctly different markets with distinctly different growth curves... New technology for delivering the internet such as residential gateways, and set top boxes will put a lid on PC demand... however these new devices will have the opposite effect on infrastructure build out.

Good investing!
OG