Dell Technologies Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc.

DELL 135.98

+3.0%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mohan Marette who wrote (101873)	2/20/1999 5:18:00 PM
From: stockman_scott	of 176387

Mohan: SG Cowen's new Internet Capitalist Report (dated 2/19/99) has some passages that may clearly apply to DELL's situation going forward: <<* The Internet is an entirely new medium that is fundamentally different (it is transactive) than other media and with growth characteristics that are without precedent * Increasing returns drives these companies' success or failure, that positive feedback loops and quasi-monopolies are natural and that it is a winner-take-all medium where first mover advantage is key and great execution a pre-requisite. * Internet companies' business models scale fantastically, with lower variable costs and Web-server-scaleable revenues * Online relationships are ultimately what drive shareholder value and that breadth of influence (reach) is as important as depth of influence (usage) * Not all Internet valuations are unjustified; the size of market opportunities, the power of increasing returns, great management teams, and great proven execution deserve premium valuations >> Hmmmm......I think we know of a few stocks that may deserve "premium valuations." I would put DELL at the top of the list . Have a good weekend. Regards, Scott

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next