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Technology Stocks : Dell Technologies Inc.

DELL 126.42

+2.8%

Dec 19 9:30 AM EST

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To: Chuzzlewit who wrote (124525)	5/13/1999 6:03:00 PM
From: stockman_scott	Read Replies (2) of 176387

From CBS Marketwatch... <<Show me the money Gerstner also stressed that while Net firms "capture eyeballs," IBM generates "earnings and cash." Even so, IBM has its own share of eyeballs, he said, explaining that the company's two year marketing efforts to get its "e-business" initiative across has been such a success, competitors are following suit. Gerstner, however, appeared cool to the increasingly visible marketing efforts by IBM competitors. He even found it amusing that "one of our competitors" is gunning for the "dot" in the ".com," when they really should be gunning for the whole thing. IBM has a recognition factor of 7-to-1 as an e-business leader over its nearest competitor, he added. >> Last time I checked DELL.com had MORE eyeballs than IBM's websites. DELL is also are growing sales and earnings at VERY IMPRESSIVE rates. Of course we could compare the ROIC for each firm <GG>!! IBM may have won the early rounds of the e-business mindshare battle. Yet, we'll see who comes out ahead in the LONG RUN. I still feel that DELL is UNDERVALUED. Best Regards, Scott

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