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

To: TechMkt who wrote (139007)	8/12/1999 3:25:00 PM
From: stockman_scott	Respond to of 176387

<<Is there any news on non-system revenues in the report?>> Fez: ML makes no mention of DELL's internet initiatives. They may not have all the info. they would like BUT I still feel they don't fully appreciate how powerful DELL's business model is. DELL is web-enabling its entire business and creating a powerful bond with customers around the world (via DELL.com, Gigabuys.com, DELLauctions.com, 20,000 Premiere Pages, and now DELLnet internet service). DELL has tremendous potential to distribute a range of profitable products and services DIRECTLY to customers around the world. Stay tuned....next week could be interesting...I think we'll hear more about DELL's internet plans. It's also possible that some of the Janus Fund managers and Merrill analysts may get some more GOOD reasons to change their view about an investment in DELL <G>. Best Regards, Scott