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Technology Stocks : America On-Line (AOL)
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To: tang who wrote (6924)3/17/1999 8:42:00 PM
From: Jacktoad  Read Replies (4) of 41369
 
tang;

I can't stand idly by and let someone pick apart my beloved Dell.

RE: <<...And there was no Internet and E-COMMERCE insight... >>
I believe the Internet has been around a bit longer than Dell. Granted the number and types of users has grown many fold the past several years.

RE: <<...every PC heavy weight has mail-order established, every
PC heavy weight has an efficient Web Site...>>
Operative word here is efficient. Dell excels in efficiency of execution throughout the ordering-manufacturing-delivery processes. This is reflected and substantiated in survey after pc industry survey. This has been Dell's bread and butter. This has enabled them to slay the giants.

RE: <<...more DELL's advantage has been taken away.>>
Ahem? By whom? Will this mystery guest still be around in 5 years?

RE: <<...PC's price has been lower every month...>>
And Dell continues to grow revenues, profits, and customers. And please, think business customers. Are you going to run your operation with a fly-by-night company supplying your pc's, servers, and data storage hardware?

RE: <<...50% growth rate should not be seen any more for DELL...>>
Agreed. But it will be phenominal none the less. And, ahem...what is AOL's growth rate may I ask?

RE: <<...time to buy more AOL of the new industry...>>
Agreed. But not from Dell dollars!

Regards;
JT
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