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Technology Stocks : Dell Technologies Inc.

DELL 110.56

-0.5%

10:23 AM EST

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To: jhg_in_kc who wrote (50593)	7/10/1998 4:01:00 PM
From: Geoff Nunn	Read Replies (2) of 176387

jng, Can you tell us where you got the M. Dell quote? It doesn't sound right to me. It certainly doesn't sound like the M. Dell who was interviewed in Harvard B.R. last spring. Regarding Yahoo, even if we grant that management is as great as you say it is, that doesn't make Yahoo another Dell. The question that concerns the bears is barriers to entry. In the case of internet portals they appear to be non-existent. What's to keep other companies from entering the industry by the hundreds and going into competition with Yahoo? Unless Yahoo has some unique ability to provide e-mail, stock quotes, search-engine services, etc., it will soon face a boatload of competitors. It looks like a commodity market to me, one that may not take long to develop. Am I missing something here? Geoff

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