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Technology Stocks : Dell Technologies Inc.
DELL 125.97-1.0%Nov 25 3:59 PM EST

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To: Jean M. Gauthier who wrote (145914)10/28/1999 12:15:00 AM
From: kemble s. matter  Read Replies (2) of 176387
 
Hi!!

RE: Every company , like IBM, Inacom, DogPack, Ingram, HP that says Y2k is a problem, or that PC sales are soft, takes down dell, even though Dell is CLEANING their clock.

I know Dell is more expensive that the others, but is is a best-of-breed stock, with tremendous E-commerce advantages.

I like the way you think... :o)

IMO ecommerce ....what it brings in...and what it will also bring in via of sales ...you know.. good things...the word spreads fast in any industry...especially when we're talking about saving $$$$...What did IDC predict for ecommerce by 2003? $1.4 trillion...And, who has been the original internet company dealing with nothing but cost savings and efficiency for 15 years? I wonder who you'd want showing you the way? Some new start up? Amazing what this area will bring in revenue growth...You can't afford NOT to do business with DELL...I believe Ashok may be referring to this in this quote:
Ashok Kumar, an analyst with U.S. Bancorp Piper Jaffray. "Once you let Dell into your account, it's almost like a parasite. You can't get rid of it."

Best, Kemble
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