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Technology Stocks : Net Perceptions, Inc. (NETP) -- Ignore unavailable to you. Want to Upgrade?

To: Daskin who wrote (1142)	6/12/1999 8:03:00 AM
From: stockman_scott	Read Replies (1) \| Respond to of 2908

<<No offense, I think DELL's golden age is over>> Daskin: Many have said that before. I sure wouldn't bet against Michael Dell. He is a master at fine tuning his business model. IMO, with the launch of the new DELLnet service he may be ramping up to create a global franchise that could more valuable than a stand-alone Portal or cable network. Check out this recent post for some insights: Message 10088896 Just as CPQ, GTW, HWP and IBM were starting to think they understood how to compete with Michael Dell, he is changing the game <GG>. Stay tuned, the next few months will be interesting. IMO, DELL will be making some MAJOR announcements. When I invest, I'm investing in management talent. Right now I have a great deal of confidence in Michael Dell, David Wetheral (CEO of CMGI) and Steven Snyder (CEO of NETP). Have a Good Weekend. Best Regards, Scott