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

To: kemble s. matter who wrote (153841)	2/13/2000 8:31:00 PM
From: calgal	Respond to of 176387

Hi Kemble! What are you always saying about Dell being well-prepared to sell everything from paper-clips to Jets? Has there been an announcement or press release yet? :)Leigh dellshopstarter.com dellshopstarter.com Dell Shop Starter provides fully integrated, "one-stop" e-commerce solutions. Dell Shop Starter's e-commerce tools and services allow businesses to create Web sites or use existing ones, establish online accounts, deliver shopping services to customers, drive traffic to their business and process customer orders. Dell Shop Starter has integrated sophisticated electronic payment gateway services into its e-commerce solutions. Dell Shop Starter provides customer access to three shopping sites including iMALL.com, Stuff.com, and ExciteStores.com.

To: kemble s. matter who wrote (153841)	2/13/2000 10:20:00 PM
From: Mani1	Read Replies (1) \| Respond to of 176387

Kemble Re <<So either the PC stocks are too beaten down, or the chip stocks are way too high. Someone is wrong. The markets always figure it out eventually.>> It does not work like that. Do you remember mid to late 1998? Semi's were bleeding and DELL was flying. Where you worried about the discrepancy then? Semi's are very cyclical due to high fixed cost of fab capacity. Once the fab is built, due to depreciation cost, it must produce regardless of margins. There is currently a capacity shortage with no relief in sight, thus the semi's large price gains. Computer OEM's are different ball game altogether and their success is not necessarily related to the chip makers success. Mani