Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: stock bull who wrote (140866)	8/28/1999 8:28:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Stock bull, Hi!! RE: "Michael Dell fans got a rush during the company's just-concluded DirectConnect conference. But the big news about the company didn't even get the time of day in most coverage. Watch for a big services push: The company had $1.4 billion in service revenues in 1998 and expects to ratchet up the contribution from that juicy profit-rich business to the bottom line in '99." It's been underway for awhile now...was told in Austin: "What market share we are stealing at the high end is because they find us better and a whole lot cheaper"..IMO the $640 billion/year that Meathead talks of by 2002 is an area that Michael has greatly underestimated by discussing another $10 billion opportunity...$10 billion in this area is a very low number in my opinion...We'll have to see how the DELLWEB ideas run...but, if they steal this growing market at the same rate as they have in all the other entered arenas...We're all gonna be a lot richer than we thought.. :o) Best, Kemble