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


To: Sig who wrote (142311)9/18/1999 8:28:00 AM
From: Paul van Wijk  Respond to of 176388
 
Sig,

The article of Goldman & Sachs is of extreme importance IMO.
We are close to the moment Wallstreet will judge every
company or stock by its e-commerce/E-Business strategy.

Not only the dot.coms, or the techstocks but ALL the companies.
And they not only judge the ones with an e-commerce-strategy
but also the ones that don't have one. Remember Michael Dell;
you have to be very aggressive, it is kill or be killed.

Who are we to question the words of Michael Dell???

B2B really means, the whole world will be set on fire.
Competitive balance is changing for every company.


This post contains an excellent streetcom-analysis. A must read!
Message 11288973

And in the case you are interested in my personal B2B/1.5 tril.
market top 10.
http://@talk.techstocks.com/~wsapi/investor/reply-11288962

Reason why there is no Qualcomm on the list is because I
don't understand them. Can you give me a few clues?

Paul