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Technology Stocks : Dell Technologies Inc.

DELL 132.25

-4.6%

11:46 AM EST

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To: Mohan Marette who wrote (113258)	3/29/1999 5:10:00 PM
From: Bretsky	Read Replies (1) of 176387

FROM THE INTERNET STOCK REPORT - DELL comments...from Steve Harmon- Editor of Internet Stock Report DELLiberating DELL "It seems to me that, amongst all the hoopla for infant, fledgling Internet commerce companies, Wall Street is ignoring (at least on a p/e basis) those companies that already have what the newcomers are striving for... namely-brand recognition, effective business models and profitability... CASE IN POINT - DELL. The company (as of last quarter) is doing $14 mil. in sales PER DAY via the Net...and the recent announcement and unveiling of their computer superstore - www.gigabuys.com - was virtually ignored by mainstream press?" Reply: My view: DELL (NASDAQ:DELL) represents a huge untapped potential in both its customer base and direct-selling expertise. I think DELL has a lot of leverage left on the table in its box and could be a category killer for not only PCs but technology items in general with gigabuys. To get there Michael Dell will have to think outside the box, however. I think gigabuys.com may be first steps to perhaps realizing that.

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