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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: Stephen Lux who wrote (127125)	5/19/1999 11:17:00 PM
From: stockman_scott	Read Replies (1) of 176387

<<Second, with Dell's market penetration the Internet portal could be a huge hub for internet commerce. I'm not sure if Dell needs Lycos, and I wouldn't be surprised if they have already invested a significant resources developing this concept.>> Steve: I think you may be on to something. IMO, too many people are writing DELL off. If they give away a PC, they WILL have a powerful business model to support that. Not just a regular ISP service as recurring revenue streams. Think about a branded broadband offering that has MANY components of a portal / e-commerce player. This is for the consumer and small business market. I also expect that DELL will continue to aggressively move into the high margin server and storage markets. The next chapter of the DELL story is still being written. I expect that the more mature DELL will deliver Cisco or Microsoft -like returns in the next 3-5 years. That's not what we've had BUT that's not bad at all. Don't underestimate MSD and his team. Best Regards, Scott

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