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Technology Stocks : Dell Technologies Inc.
DELL 113.22+1.9%Jan 21 3:59 PM EST
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To: Geoff Nunn who wrote (50669)7/10/1998 5:43:00 PM
From: Chuzzlewit  Read Replies (1) of 176387
 
Geoff,

Am I missing something here?

Only one thing, and it's another unknown. The aggregate success of the internet portals will be determined by the success of companies advertising on the web. Since this is a very new market I think its impossible to come up with any intelligent aggregate forecast for demand. So how do we even begin to subjectively evaluate the potential for this market. With investments in companies like Dell we have some benchmarks. We have real expectations of aggregate, worldwide demand courtesy of companies like IDC. We know what margins are like and we have a feeling for how the technology evolves.

But in the case of the internet portals all of that is lacking.

TTFN,
CTC
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