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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 9:30 AM EST

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To: SecularBull who wrote (131955)	6/9/1999 10:40:00 AM
From: stockman_scott	Read Replies (1) of 176387

~ OT ~ LoD: Rough Day for NETP <GG>... Maybe there is really something to their collaborative filtering software. This company was so oversold it wasn't even funny. Boy, its a good thing we did some shopping in the teens. Yet, we are just approaching the price where NETP hit the public market. I made this my largest holding for a good reason. IMO, NETP will be a key enabler for the e-commerce revolution. With a strong business model and a market cap. of around only $500 million...there is a lot of upside. Look at the valuations of INKT, DLCK, INSP etc....Hmmm....Just wait until additional analyst recommendations and BIG contracts with new customers come in. In fact DELL would be a great customer. They could utilize the Net Perceptions recommendation engine for Dell.com, Gigabuys.com and in their call centers..<GG>....If this ever happened we would be VERY happy investors..!! Best Regards, Scott

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