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Technology Stocks : Dell Technologies Inc.

DELL 133.92

-4.9%

Nov 13 3:59 PM EST

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To: Mohan Marette who wrote (95471)	2/6/1999 7:13:00 AM
From: Mark Peterson CPA	Read Replies (2) of 176387

Mighty MO: Could be wrong, but Dell already has an on-line auction of sorts by way of its web-based distribution channel that sells $12M per day in white boxes, et. al. at "market" prices. IMO, Dell has looked at the valuation of EBAY that currently has no significant competition (don't flame me here) and would likely form a wholly owned subsidiary intended to be the "900 pound gorilla" in that market that would subsequently be spun off to existing Dell shareholders. Dell's major strengths for this play? World-wide brand name recognition, customer loyalty, broad shareholder base, technology infrastructure, experience at having built something from nothing before, it's entrepreneurally-inclined human capital, etc. I don't think I'm dreaming.... Mark A. Peterson

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