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

To: D. Swiss who wrote (139042)	8/12/1999 7:08:00 PM
From: stockman_scott	Read Replies (2) \| Respond to of 176387

Drew: I wonder why these analyst comments didn't get heavy rotation in the media channels -- via CNBC, CNN, The Nightly Business Report, The Wall Street Journal, The New York Times, etc..??? ING Barrings' description of DELL in their new research report (dated 8/11/99)... <<We view DELL as a Unique, Ultra-Efficient "Channel," Not Just a PC Maker...a primary source of DELL's Power flows from the fact that the company represents more than simply a PC maker, but more correctly a unique and ultra-efficient product and services " channel." To date the fact that PCs, and increasingly enterprise systems, have become more commoditized, has thereby played directly into this strength. Over the coming years, we expect this position to become even more apparent as DELL increasingly capitalizes on the direct closed-loop relationship that it has built with its customers. In commercial markets, this should include an expanding variety of products and services being funneled through customized web-based Premiere Pages (currently numbering around 20,000). In the consumer market, DELL has only recently begun to capitalize on its leading web capabilities by launching the Gigabuys.com online store, DELLauction site and DELLnet-branded Internet access service and portal.>> DELL IS A COMPANY THAT IS BETTER BY DESIGN....it should NEVER be lumped together with all 'the PC makers.' A few of the analysts are starting to catch on <VBG>....they seem to be putting some of the pieces of the puzzle together. IMO, a number of Fund Mangers and Individual Investors TOTALLY UNDERESTIMATE DELL's POTENTIAL in the years ahead...You, Kemble and William B. Michaels are on the other end of the spectrum..!! Last time I checked DELL was your LARGEST holding by a long shot <G>. I think a VERY good quarterly performance is just around the corner... Best Regards, Scott