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

To: JRI who wrote (138132)	7/30/1999 1:35:00 PM
From: Dalin	Respond to of 176388

the CEO is upbeat about losing more money to "build a brand" !! .....lots of that going around these days. <gg> Devious, but effective, don't you think?? Hey!!!.......you stole my idea!! lol.....okay, you can have it. :) D.

To: JRI who wrote (138132)	7/30/1999 1:46:00 PM
From: Chuzzlewit	Respond to of 176388

John, I too find it laughable. Coke is a brand. GE is a brand. But companies like Amazon? If you look at their financials you discover that they must pay heavily for advertising and upgrading their websites. About six months ago I did a regression analysis of Amazon's expenses and discovered that all of their costs behave like variable costs. If that analysis is correct it implies that the only way Amazon will make money is by raising prices fairly substantially, and then their price advantage over "brick and mortar" stores disappears. I believe that the real winners in the networking arena will be the infrastructure providers (like CSCO and LU) and traditional industries that adopt the technology to improve inventory management and front office functions. That implies that software enabling companies like ITWO and SEBL will also do well. Most interesting of all is that Dell's historic positioning is exactly the kind of thing that other traditional companies are seeking to emulate. The concept of "virtual integration" is where we are headed, and Dell is the leader of the pack. And for those who still believe in CPQ, virtual integration of all functions (from suppliers to customers) is the not so secret formula for Dell's success and Compaq's failure. TTFN, CTC

To: JRI who wrote (138132)	7/30/1999 1:57:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176388

~OT~... John: the cyclicals are pretty strong today on decent volume <G>....I guess the Fund Managers are getting nervous and have to have something to buy. IMO, many of those jokers are SO CONFUSED and trade way too much....they jump from one sector to another and get their blood pressure up worrying about whether the Fed might raise interest rates. This is GREAT for the brokerage firms that execute their trades and charge big commissions for making it happen. Yet, are the average Mutual Fund investors served well by all this churning? I don't think so.....I think some of the Janus Fund Managers have proven that you can often come out ahead by buying and holding great growth stocks. Oh well, I guess we all get impatient at times. You'll never catch me in a cyclical stock though....in this digital economy it's crazy not to be heavily invested in the tech sector. Of course it helps to have a LONG time horizon and a tough stomach <VBG>..!! Best Regards, Scott