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

To: yard_man who wrote (112637)	3/26/1999 12:19:00 PM
From: BGR	Read Replies (1) \| Respond to of 176387

tippet, Did you say declining earnings tippet? Perhaps this post is for you then. Message 8542202 If businesses are in a position where they cannot afford to (as distinctly opposed to need to, as in Gary's case) deploy the latest technology, the US economy will most certainly go downhill pretty soon. I see no signs of that happening, till now the usual argument that I have heard is that the business need is not expanding. Also, don't make a trend out of certain old institutions that failed to adjust to the new economy's challenges and went the path of lay offs. And even lay offs have not slowed consumer spending. Based on credit, perhaps, but even that has no signals of drying up if inflation remains low. So, all in all, if you claim that business on the average cannot afford the necessary technology budget, you are engaging in wishful thoughts IMO. As for revenues and margin, DELL can sacrifice margins a bit (but not a lot), gain revenue and improve earnings. BTW, deployment of 20 eMachine boxes do not mean that the business box premium has gone down on a percentage basis, in fact it may have gone up due to the attack at the very low end. -BGR.

To: yard_man who wrote (112637)	3/26/1999 12:35:00 PM
From: edamo	Read Replies (1) \| Respond to of 176387

tippet...end of the world.... "business with declining earnings will not pay an expanding premium for its pcs".... your premise is an economical downturn...even so when has the economy turned down and stayed there?...not in my lifetime! business can't afford to buy unreliable/lack of service/low warranty equipment...it's obvious you are not a business man, let alone owner who knows what down time costs... technology has afforded efficiency which translates to increase of productivity...twenty years ago, you needed billing clerks, receivables clerks, posting clerks, payable clerks and an accounting department supervisor...all gone replaced by a computer...more efficient, less overhead...but you can't depend on an inferior product to fill these positions...major companies use intranet, networking, etc...old machines not capable..i will concede machines have outstripped software at this point...but as software evolves so must hardware catch up...it is not a stagnant situation it's a technological dynamic...to believe otherwise would be naivete... a excellent managed company has the ability to meet strategic inflection points..intc, msft, dell have or are meeting these challenges of market shifts... you lock in with a long term negative posture...you bet against future maintained growth...the end of not only the industrial but technological revolution, the 2 billion inhabitants of the developing world will freeze in time...china will remain an agrarian society..india will produce naan in tandoor ovens...and long for the days of the crown... how can your intellect allow for a stagnant world environment...i respect your thoughts, but cannot agree with any long term predictions you make.. thanks as always, ed a.