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Technology Stocks : America On-Line (AOL)
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To: tang who wrote (6924)3/17/1999 7:57:00 PM
From: Nancy Rain  Read Replies (2) of 41369
 
Dell knows this though. Here's an excerpt from an article on Dell's launch of Gigabuys.com:

While Dell has largely shielded itself from the problems that have plagued the traditional PC manufacturer channel, that isolation will not last forever. Resellers and competitors are slowly learning how to reconcile channel conflicts and move to more Web-based sales. But some competitors, such as Compaq, which recently halted supply of its consumer PCs to a number of Web retailers, are struggling to find an adequate solution.

"Zero-cost Internet companies are sucking profits from the traditional players. It'll be confusing for a few years until they figure things out," says Owen. "We're hoping to be a few years ahead of the game by the time things sort themselves out."

thestandard.net

AOL is definitely moving though. I'll probably sell half and put more into AOL.
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