To: Mohan Marette who wrote (132473 ) 6/11/1999 8:23:00 PM From: stockman_scott Read Replies (1) | Respond to
Mohan: Remember when folks were wondering why Mikey and his team were registering all those crazy domain names -- like DELLnet.com and DELLauctions.com....Hmmm...I think they knew exactly what they were doing. Building a compelling brand online is important. Who are you going to TRUST for complete service (Computer, ISP, Internet Telephony etc..)..? Lets see you can choose from AOL, T/TCI/ATHM, Gateway, and many other players. Wait until DELLnet is ramped up -- it COULD be more valuable than a cable franchise someday <GG>...think of aggregating millions of eyeballs, e-commerce deals, internet telephony services (via virtual integration partnerships)...Just Dreaming..!! Yet, some of my Dreams may come true. IMO, DELL will not put AOL and ATHM out of business -- yet, they may add a little healthy competition to the global ISP / Portal marketplace. Now tell me Mohan, Why would a Fund Manager own ANY other hardware stock?? Do you see any of the Janus Funds owning a lot of CPQ or GTW or even IBM?? They are BIG believers in DELL and you know Janus...they like to DIG DEEP -- to really understand what's going on. Last time I checked they still held many more shares of DELL than most Mutual Fund Families. Stay tuned...the next few months could be a defining time for DELL.!! I'm glad it's still my #2 holding. When all the cards are out on the table, the BIG money may start to dive back in.
