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

To: Frank Ellis Morris who wrote (127542)	5/21/1999 8:54:00 AM
From: Augustus Gloop	Read Replies (2) \| Respond to of 176387

Roflmao.....12 hours later I'm still laughing. What a great post by that guy.

To: Frank Ellis Morris who wrote (127542)	5/21/1999 11:32:00 AM
From: John Koligman	Respond to of 176387

Frank - Remember our talk about Cramer last week and how you were defending his position and I was saying watch out, next week he might change his stance on Dell?? As I said, the guy is the financial world's version of the 'E-channel'.. Regards, John Cable Boxes Out the PC Makers By James J. Cramer 5/21/99 9:00 AM ET Weird. I would rather own the white-box makers in the basement than the white-box makers in the home office. Yep, Maytag (MYG:NYSE) and Whirlpool (WHR:NYSE) make more sense than Compaq (CPQ:NYSE) and Dell (DELL:Nasdaq) in this tape. How did this happen? How did things get so murky in personal computer land? I think it is this cable conundrum that is causing the investors to flee the sector. The cable conundrum says, basically, that if Bill Gates is willing to give a half-billion to any cable operator in the world to make Windows relevant, even as boxmakers PAY GATES for Windows, boxmakers must be on the wrong end of the stick. Think about it: Brian Roberts from Comcast (CMCSK:Nasdaq) gets a billion bucks from Gates, ostensibly to keep Windows in the loop. Dell, on the other hand, pays millions to Microsoft to keep Windows in the loop. Boxmakers give Gates money so he can finance cable boxes that will wipe out PCs? Sounds like Iran-Contra to me. I want to be a Contra in that equation. You think, hey, maybe Gates is just a cable-channel-surfing kind of guy, addicted to the TV? Nope, Intel (INTC:Nasdaq) seems to be doing its best to distance itself from the box, too. Any company that puts Gerhard Parker, the man who built the eighth wonder of the world, the Intel Fab, to work on non-PC business is also moving away from the boxmakers. (Parker will be working on project anti-Exodus, which so far, hasn't made much headway, but I wouldn't bet against Parker. I have seen his handiwork firsthand. The man's a genius and could be considered America's greatest manufacturer, topping Ford for king of mass production in this century.) When Intel and Microsoft move their money and people away from their bread-and-butter PC businesses, why should we put our money with those businesses? Looks like a change of diet is coming soon, and bread and butter aren't on Wintel's menu. Maybe they shouldn't be on ours either.