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Technology Stocks : Dell Technologies Inc.
DELL 117.70-1.4%3:25 PM EST
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To: taxman who wrote (132471)6/11/1999 8:00:00 PM
From: stockman_scott  Read Replies (2) of 176387
 
Some Key Passages from the Article on DELLnet and where it may go...

<<I believe Dell's move foreshadows the company's
entrance into the U.S. ISP
business somehow in the next few months. At the
Paine Webber (PWJ) tech
conference this week, a Dell executive told the
audience that Dell sees
"opportunities outside of the box that we intend
to pursue." However, I
don't expect a domestic ISP offering by Dell to
be "free." More likely,
Dell will offer a deeply discounted PC
($200-$250) to customers who agree
to sign up for the DellNet ISP at $20 a month or
so for a specified number
of months.

In a conference call last month, Dell founder and
Chief Executive Michael
Dell told analysts that Dell was exploring plans
to make "the PC look like
a cable-TV subscription." In other words, a
business model that would give
Dell a consistent monthly revenue stream from its
PCs, much like a
financial product. Smart, Michael Dell. Very
smart. If any of the box
makers has the ability to do a complete
180-degree turn of its business
model in the face of declining PC prices, it
would appear to be Dell.>>

taxman: Great find. DELL is commited to constantly improving its business model. Patient investors will be thankful that Michael Dell is at the helm of this company. There is A LOT going on behind the scenes. Stay tuned. The DELL Growth Machine may be ramping up again in some new and un-expected ways.

Best Regards,

Scott

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