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


To: J. D. Main who wrote (151434)1/15/2000 10:03:00 PM
From: Patricia Walton  Read Replies (1) | Respond to of 176387
 
JD...Here's another guy, Jubak, who understands Dell's presence on the internet and how important it is...

"Companies that get it -- that have mastered the part of the revolution that's critical to their businesses -- can be either high-growth technology companies or slower-growth or even cyclical value stocks. Dell Computer (DELL) and Cisco Systems (CSCO) get the new technologies. Both these companies use the Internet to sell their products and to get the best prices from suppliers. They've discovered that this cuts costs and increases customer loyalty."

and ..."Right now, the number of companies that clearly get the new economy is very small. The sure candidates are pretty much limited to the technology sector -- whether they are the companies selling the raw materials of the revolution or those who are demonstrably cutting their competitors' throats thanks to their mastery of Internet business. I'd put Cisco Systems, Dell Computer and General Electric (GE) in this category."

Someday Dell will come roaring back and it could very well be this week ;))
Patsy