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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Patrick E.McDaniel who wrote (131869)	6/8/1999 11:40:00 PM
From: edamo	Read Replies (3) \| Respond to of 176387

patrick...re swooping dell.. bit confused how will dell providing a free isp going to scare the hell out of aol which is a fee based content provider? let's not get carried away.....

To: Patrick E.McDaniel who wrote (131869)	6/8/1999 11:43:00 PM
From: Mohan Marette	Respond to of 176387

Pat:Look out, DellNet next stop USA is what I am thinking.<eom>

To: Patrick E.McDaniel who wrote (131869)	6/8/1999 11:44:00 PM
From: BGR	Read Replies (2) \| Respond to of 176387

Patrick, TBH, I am not very happy about this news. MSN has real estate on every single Windows PC and so has AOL. AOL beat MSN handily and that was by focussing on being a better ISP (whatever the definition of better is). Dellnet will have real estate in about 5-10% max of all PCs over the next two years or so (depending on future growth in PC sales by DELL). Unless they are going into the ISP business, I would not expect then to provide a dellnet icon on PCs by other manufacturers. So, as far as ISP revenue is concerned, this will be of no concern to AOL. Now if Dell is aspiring to become an ISP, that's a different issue, but in that case I would bet on AOL (just as I would bet on DELL if AOL were to enter the box manufacturing business). So, I believe that this is purely marketting to improve PC sales. This worries me. I know that Europe was sluggish last quarter and the European economy itself is sluggish with Germany's GDP actually shrinking and Euro falling in price (which affects DELL's revenues in Europe as well as pushes prices of DELL PCs up). Free ISPs have a cost to the provider. Is DELL really desparate to boost European sales? Its unit sales as we all know are growing. But what's happenning to the ASP and gross margins? I didn't like gigabuys and I don't like Dellnet. I want to hear more about the high end. -BGR.

To: Patrick E.McDaniel who wrote (131869)	6/9/1999 12:05:00 AM
From: kemble s. matter	Respond to of 176387

Patrick, Hi!!! RE: Every user going into DellNet will be placing eyes on the DellNet homepage. And where will the eyes of the skeptics...Ashok in particular be tomorrow?????? What will his answer be for the "consumer market entry now"???? :o) NEVER NEVER NEVER BET AGAINST MICHAEL DELL Best, Kemble

To: Patrick E.McDaniel who wrote (131869)	6/9/1999 12:36:00 PM
From: Mohan Marette	Respond to of 176387

Free ISPs in Europe,'how do-dey-do-dat'. Pat: Here is one of the free ISPs in UK who is cleaning AOL's cloak in the 'you got mail' crap,at least so far. The endgame is not here yet but may be close by. Note they get a cut from the telecom on the local calls,make money from advertisements and e-commerce,works for me. Next stop, free local calls in europe,don't belive what the subscription guys says about it at the end of the piece,they speak out fear of the unknown. ================= ...By all accounts, Freeserve has been an outstanding success. By scrapping subscriptions and relying instead on advertising, e-commerce and a slice of local phone charges for revenue, Freeserve overtook AOL as the U.K.'s largest ISP in a matter of 12 weeks. Freeserve now has 1.5 million subscribers compared with AOL U.K.'s 600,000 subscribers. AOL Europe has about 2.6 million subscribers. Needless to say, Freeserve's success has forced other ISPs in the U.K. to follow suit, and a majority of ISPs in the U.K. now offer free Internet access. AOL Europe, however, has insisted that with only 14% of Europe's households online and signs that the telcoms may begin offering free local calls to the Internet, the endgame is still some way off. "One of the things we spend a lot of time thinking about is how ultimately all this will play out," Chris Hill, vice president of corporate development at AOL Europe, told investors at the conference. Message 10046736