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

To: GVTucker who wrote (155544)	3/24/2000 3:22:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

RE: I guess, then, that in a sense we already are betting Here is one of the reasons why I'm betting so much: "NOW, WHAT ABOUT THE INTERNET? THE INTERNET AND WWW HAVE CREATED THE MOST FUNDAMENTAL CHANGE THAT BUSINESSES HAVE SEEN IN OUR LIFETIME, AT LEAST SO FAR. AS IT TRANSFORMS COMMERCE, AND WE TRANSFORM OURSELVES BASED ON THIS NEW TECHNOLOGY AND BUSINESS SYSTEM, DO WE NEED TO REVISIT ANY OF THESE THREE CORE PRINCIPLES THAT UNDERLIE THE DELL MODEL? AT NO TIME IN OUR HISTORY HAS DELL'S BUSINESS MODEL ADVANTAGE BEEN MORE POWERFUL OR APPLICABLE!! FAR FROM MAKING OUR MODEL PASSE, THE INTERNET IS AN UNDENIABLE VALIDATION OF ALL THE CORE ELEMENTS OF OUR MODEL. THE INTERNET ENABLES DIRECT RELATIONSHIPS WITH CUSTOMERS AND EMPOWERS COMPANIES THAT CAN INTEGRATE THE BEST SOLUTIONS FOR CUSTOMERS USING THE MOST RELEVANT TECHNOLOGY AVAILABLE. IT MOVES BUSINESS AWAY FORM BRICK-BASED COMPANIES LIKE RESELLERS AND DEALERS , TO CLICK-BASED COMPANIES LIKE DELL. THE INTERNET CREATES E-FFICIENT MARKETS. WHEN YOU THINK OF ALL THE COMPANIES BEING CREATED TODAY AROUND THE INTERNET, JUST ABOUT ALL OF THEM ULTIMATELY CLAIM TO USE THE INCREASED EFFICIENCY OF THE INTERNET TO DRIVE COST DOWN AND OFFER NEW KINDS OF PRODUCTS OR SERVICES BY COMBINING ATOMS (PHYSICAL PRODUCTS) AND BITS (INFORMATION AND DATA). THIS IS, IN FACT, EXACTLY WHAT DELL HAS ALWAYS BEEN ABOUT, AND THE INTERNET DRAMATICALLY ENHANCES OUR POSITION. BY INTEGRATING THE WEB FURTHER INTO OUR BUSINESS, WE CAN DRIVE IMPROVEMENTS AND INNOVATION THROUGHOUT DELL FROM OUR SUPPLY CHAIN TO SALES AND MARKETING TO SERVICE." You know...Some huge customers of DELL told me last June that you can't afford not to do business with DELL...The ecommerce boom that the entire business world must develop or die is just beginning...DELL has proven for many years why their methods have been successful...I believe Michael has made the point rather well... Best, Kemble