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Technology Stocks : America On-Line: will it survive ...?
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To: jhg_in_kc who wrote (12558)12/19/1998 8:00:00 PM
From: sakura  Read Replies (1) of 13594
 
DELL is PC direct seller pioneer. And will have 30-50%retures in few years which is great. By the way, Let's pay attention to competition.
DELL will face stiff competition from other on-line Computer seller such as COOL who is very aggressive to penetrate this industry and I predict that their sales will exceed BBY(Best Buy) in 5 to 10 years.
which means COOL MKT Cap will grow from 700 Mil to 8,000 Mil in 5 years as well as competition from CPQ Gateway.
AOL? I have 20% of my portfolio. AOL will get close to MSFT gradually in 5 years.
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