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

To: Patrick E.McDaniel who wrote (137182)	7/21/1999 12:32:00 AM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

<<Has Dell announced DellNet yet?>> Pat: It's coming to the U.S. soon -- in under 60 days I believe....stay tuned..!! IMO, virtual integration, superior execution AND branding are the name of the game. Best Regards, Scott

To: Patrick E.McDaniel who wrote (137182)	7/21/1999 12:42:00 AM
From: stockman_scott	Respond to of 176387

Pat: They sure don't seem to be big fans of DELL's over on the QCOM thread <G>... Message 10591113 Of course not everyone has done their homework. I will agree that QCOM has had quite an impressive run in the last 6 months BUT I would not write off DELL. They have MORE GROWTH ahead of them than many investors realize, IMO. The market should reward the consistent performers. Best Regards, Scott

To: Patrick E.McDaniel who wrote (137182)	7/21/1999 10:43:00 AM
From: SecularBull	Read Replies (2) \| Respond to of 176387

"Compaq is better positioned than Dell, [Ben Rosen, CPQ Chairman] believes, because it can sell computers to customers the way they want to buy them- via the internet, through retailers, or from Compaq's field sales force..." -Business Week, July 26, 1999 Oh really?! When will these guys figure out that the retailers are the source of the efficiency problem. I guess that if selling more computers for no profit or even a loss is having the advantage, then so be it... It's a miracle that these guys even got as far as they did. LoD