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

To: Robert Scott Diver who wrote (109336)	3/12/1999 10:13:00 PM
From: BGR	Respond to of 176387

Robert, I was making an implicit assumption (as I mentioned in some other post) that the top line growth will be at a loss (ala atcost@onsale minus the ad revenue), at least for a while. This is like subsidizing lower end box sales with higher end server profit as some other companies - not DELL - are rumoured to have done in the past. This, though, is a rather severe assumption and is probably far away from the truth (or so I hope for the sake of my 25% DELL position in my LT portfolio). -BGR.