Dell Technologies Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc.

DELL 119.41

-2.7%

Nov 19 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jock Hutchinson who wrote (113368)	3/30/1999 6:29:00 AM
From: Frank E W	Read Replies (2) of 176387

Dont think this was posted yet from Investment Analyst Steve Harmon 3/29/99 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.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next