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Technology Stocks : Dell Technologies Inc.

DELL 116.89

-0.5%

10:38 AM EST

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To: kemble s. matter who wrote (126464)	5/19/1999 1:33:00 PM
From: rudedog	Read Replies (2) of 176387

kemble - With a very few exceptions, the key to the rapid rise of the internet stocks has been a very small float which allows a relatively limited demand to drive the price up fast, combined with the "greater fool" theory. Neither of these applies to DELL. DELL has too much real infrastructure from its base business to have the "internet effect" move it much. IBM has benefited not from being seen as an internet stock, but from successfully positioning itself as the backbone for such companies. DELL has not successfully translated its own internet savvy into a benefit for itself with either customers or the industry. They could probably do that but I have seen no evidence to date that they have gone after more than "halo effect" from their web sales, which makes them more a consumer of e-business technology than a supplier.

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