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Technology Stocks : Dell Technologies Inc.

DELL 138.80

-2.7%

3:59 PM EST

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To: Patrick E.McDaniel who wrote (131885)	6/9/1999 10:13:00 AM
From: rudedog	Read Replies (3) of 176387

Patrick - When this is applied in the US all ISP's are in real trouble! Yea, that's why MSN stole the market and wiped out all the ISP's-- NOT!! MSFT had MUCH greater market visibility and still has virtual control of the "initial desktop experience" and MSN has not moved to a dominant position. Also has cost MSFT a lot of $$$$, by some estimates well over $2B. Do you really think that a similar sized DELL investment, with less chance of success (I hope you are not arguing that DELL is a better known brand than MSFT???) is a long term good idea. Straight infrastructure costs for providing the ISP connections run between $3 and $7 per month depending on whether you own the infrastructure or "lease" it through service arrangements. How does DELL make money doing this again?

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