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To: Tony Viola who wrote (98360)	2/6/2000 5:55:00 PM
From: buck	Read Replies (1) \| Respond to of 186894

RE: Dell's IP Tony, I like the way you're thinking here. To me, Dell's IP is their internet distribution strategy, not their box assembly strategy. I believe that it would be just shy of impossible for someone to replicate the depth of Dell's web experience, from support to add-ons after the sale. I don't think there are enough "blank" web programmers out there for a Gateway or a Compaq to get in-house, teach them a culture, and have that culture transferred to a corportation's web experience for their users. To me, the differentiator is that Dell knows their customers COLD, while the rest have it filtered to them, or not captured at all. I may be grossly underestimating the abilities of today's web programmers. If so, please don't hack me...I'm just speculating here. buck, who builds his own PCs from left-overs

To: Tony Viola who wrote (98360)	2/6/2000 7:13:00 PM
From: Ibexx	Read Replies (1) \| Respond to of 186894

OTOTOT - Politics ______ From NYTimes: February 6, 2000 By MAUREEN DOWD Dubya Agonistes in Austin WASHINGTON -- Reports are dribbling out of Austin about the Can This Campaign Be Saved powwow there this weekend. W. won't come out of his room. He's curled up in fetal position, clutching that beloved feather pillow he brings with him on the road. A crowd in the hall beseeches the Diffident Debutante to please, please come out and campaign some more. Big Tobacco has smelling salts. Soft Money slips hundred thousand dollar checks under the door. Corporate America wants to massage grapeseed oil into the governor's temples. The Right to Life Committee is ready to give mouth-to-mouth. Pat Robertson is praying for a miracle. Poppy and Bar are promising their Boy they will not go back to Jeb, their first choice to run for president, no matter what happens in South Carolina. Laura tries to lure her honey out with a big slice of his favorite coconut pie. Spot, W.'s loyal spaniel, scratches at the door. Trent Lott jumps around, doing that "Hotty toddy, gosh almighty" Ole Miss cheer. Tom DeLay is cracking his braided Hungarian whip, seeking to replace diffidence with discipline. Karl Rove is dialing Naomi Wolf on his cell phone. Karen Hughes is on the floor, scribbling a sequel to W.'s autobiography, "A Charge to Keep," called "A Keep to Recharge." The Establishment puts its ear to the door, straining to catch W.'s muffled whimpers into his pillow: "This is just so much harder than y'all said it would be. It's the hardest thing I've ever had to do. I'm dog tired. This dog won't hunt. I ain't got no dog in this fight. Snoop Doggy Doggonit! I miss my routine. I miss coming down in the morning and feeding my cats, Cowboy, India and Ernie. And I really miss seeing Ernie lying on my pillow. I miss walking my dog. I miss my jogging. I miss my girls. I miss my down time. I miss my down comforter. This is the longest I've been away from my house and my family and my pets probably ever. I tried using those orange foam ear plugs and dark ski goggles to nap on the bus, but I could still hear Jack Kemp yammering. When I don't get enough sleep, I get grumpy. "Heck, I did everything you told me to. I flipped pancakes. I went sledding. I rode the stupid snowmobile. I pushed tax cuts, and now no one wants them anymore. It was so cold up there, I wished I did have a fire in the belly. I hate the cold! It makes my eyes water. I did the endorsement strategy, the establishment strategy, the inevitable strategy, the Jesus strategy. Now my handlers want me to do the pretend-to-throw-off-my-handlers strategy. "I posed with Quayle even though we knew the press would caption it 'Dumb and Dumber.' I kissed up to Sununu, the stamp collector I fired from Dad's White House. I went to that racist Bob Jones University to prove my conservative bona fides, and the press slammed me for going to a school that doesn't allow interracial dating even though my brother is married to a Hispanic. "Now McCain is braggin' he's Reagan. I was Reagan first! "O.K., I had a few flubs. It's easy to mix up the words 'vulcanize' and 'balkanize,' and 'impetus' and 'impotence.' I did say I wanted 'more fewer' access routes to the information highway. I talked to those kids in New Hampshire about Preservation Month when they were celebrating Perseverance Month. Reporters did catch me asking, 'Is our children learning?' Big pancake-flippin' deal. In hindsight, I shouldn't have stood up with generals and trashed McCain for forgettin' veterans. It was a Dukakis-in-the-tank moment. "How did I get into this thing anyhow? I wasn't even planning to run for president, until the poll numbers took off and everybody started sending me money. I'm not consumed by ambition, like Gore and Clinton. I'm not even sure, deep down, that I would make a better president than John Wayne McCain. I'm turned inside-out: Am I the insider's outsider or is he the outsider's insider? Where are my Topsiders? "Is there really such a thing as a firewall or is it like the tooth fairy? Man, I can't believe those Republican state chairmen and governors who talked me into this thing are already wishing me hasta la vista, baby. Nobody likes me. The press is lickin' McCain's ankles. Mom and Dad always liked Jeb better. Let him run. See if I care. You can't see me, but I'm smirkin'." And so it goes, the long dark night of the front-runner's soul. _____ Ibexx (ROTFL)

To: Tony Viola who wrote (98360)	2/7/2000 7:14:00 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

Hi Tony, RE: "Compaq with their massive R&D into servers." Would you expand on this please? What are Compaq's known R&D initiatives? Compaq's reputation in the Server area seems good; better than the consumer market? Your thoughts? RE: "Dell is committed to Intel's "cookie-cutter" server strategy" From the standpoint of the customer, what is gained/lost by going with Dell vs. Compaq? With the Server market poised to grow (overall industry units), I am curious. Thanks, Amy J