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Technology Stocks : Dell Technologies Inc.

DELL 119.41

-2.7%

3:59 PM EST

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To: SirVinny who wrote (110157)	3/19/1999 12:48:00 AM
From: stockman_scott	Read Replies (2) of 176387

<<Yes I'll admit it ..... But this is a fine company with a great stock but at a time when Wall St is into internets.>> Sir Vinny: That is a true statement. In the next 18 months DELL will continue to transition more and more of their business online. By the end of 2000 they will be doing over 50% of all of their business on the internet --- no other hardware firm will even be close. DELL will become increasingly efficient and competitive. They are also launching new web-based businesses (like Gigabuys.com) and soon possibly an auction site for tech equipment. Soon enough the big money and the smart money will be back in DELL in a major way. Many of the large Growth Fund managers will be adding to their positions -- DELL will be a rational play on the internet -- with a P/E that is "down to earth." The DELL growth story is still intact and this company has the best record of executing in the industry. This is all Just My Opinion. Fasten Your Seatbelts....Great Days are Ahead for DELL Shareholders!! Best Regards, Scott

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