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To: Mohan Marette who wrote (132120)6/9/1999 3:02:00 PM
From: D. Swiss  Read Replies (3) | Respond to of 176387
 
Mohan, in case this hasn't been posted yet:

messages.yahoo.com

:o)

Drew



To: Mohan Marette who wrote (132120)6/9/1999 3:57:00 PM
From: rudedog  Respond to of 176387
 
mo -
you're right, that is an assumption which may not be justified. I think we should all wait until we see how the program plays out before trying to understand the business model. My point is that this particular area is a very competitive segment with no easy way to see any "hard" revenue potential. I am pretty skeptical on the business proposition. I think it is a powerful marketing message. I just want to understand the numbers that make it work, having looked at a LOT of half-a$$ed internet business plans in the last year or so.

I'm sure DELL does not plan on doing anything stupid. I would like to know what their approach will be.



To: Mohan Marette who wrote (132120)6/9/1999 4:34:00 PM
From: stockman_scott  Read Replies (3) | Respond to of 176387
 
Mohan: It sure was a Great Day for DELL and an even Better Day for my largest holding (NETP) ...

Well. I'm ready for a summer rally...!!

Best Regards,

Scott