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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: edamo who wrote (126944)	5/19/1999 4:00:00 PM
From: stockman_scott	Read Replies (1) of 176387

<<but it is looking as not pure industry consolidation as in the past...it will all evolve in the tech sectors around data and voice communication...the old fashion telephone provider is done.>> edamo: Watch for more aggressive alliances between DELL, the RBOCs, Telecom equip firms, and the AOL's of the world. DELL may create their own branded ISP for corporate customers and for consumers. IMO, they could roll out a whole range of services over the network (like internet telephony) and wrap in e-commerce opportunities. Broadband will be HUGE and I expect DELL to capitalize on the movement. The virtual integration model will serve DELL well as they continue to collaborate to compete. These are just some thoughts I have. Holding DELL and sleeping well <GG>... I enjoy reading your comments. Best Regards, Scott

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