Even some the Analysts see DELL as an e-commerce powerhouse...FYI...
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ING Barrings' description of DELL in their new research report (dated 8/11/99)...
<<We view DELL as a Unique, Ultra-Efficient "Channel," Not Just a PC Maker...a primary source of DELL's Power flows from the fact that the company represents more than simply a PC maker, but more correctly a unique and ultra-efficient product and services " channel." To date the fact that PCs, and increasingly enterprise systems, have become more commoditized, has thereby played directly into this strength. Over the coming years, we expect this position to become even more apparent as DELL increasingly capitalizes on the direct closed-loop relationship that it has built with its customers. In commercial markets, this should include an expanding variety of products and services being funneled through customized web-based Premiere Pages (currently numbering over 20,000). In the consumer market, DELL has only recently begun to capitalize on its leading web capabilities by launching the Gigabuys.com online store, DELLauction site and DELLnet-branded Internet access service and portal.>>
Hmmmm.....ING Barrings seems to start to put some of the pieces of the puzzle together in their comments. DELL is the leading global e-commerce powerhouse (and a very profitable one too). You gotta love $30M/day in online sales and a ROIC of well over 200%.
Best Regards,
Scott
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BTW: You made some very interesting statements on DELL....I really liked the following:
<<They are like a super-efficient "Keiretsu" where they sell direct, have their JIT suppliers close by, and rake in unbelievable amounts of ROE Cash, that they do not really need to run their business.>>
**I must admit that I am not an objective observer of DELL. Yet, they are clearly MUCH more than 'a box maker'. They may be on their way to becoming a global e-commerce gorilla <VBG>. There are over 25,000 Premiere pages hooked up. DELL has created prefered purchasing portals for their top customers around the world. Stay tuned....I sure wouldn't bet against Michael Dell right now..!!
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**Finally....here is another summary of where DELL may be going...
Dell Launches Second Generation Gigabuys (Posted 23-August-99 /The E-commerce Times)
<<Dell Computer Corp. announced today that it has updated and enhanced
www.gigabuys.com, its online superstore. These new features, along with recently added Dell Auctions, Dellnet portal and Dellnet ISP, are part of an aggressive campaign to eliminate online shoppers ' needs to look elsewhere for products and services>>
...Read the Full Story at:
ecommercetimes.com
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