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

To: Mike Van Winkle who wrote (155815)	3/31/2000 4:44:00 PM
From: TTOSBT	Read Replies (1) \| Respond to of 176387

I think what I'm starting to hear on this thread a little, are worries about the box business -perhaps with good intent. But I am starting to get the idea that Dell is about to become a real bona fided internet growth business by the big boys on the Street(?) And I think what I like best about this idea is that it is the start of (IMO) true value internet type investing by the Street as it is dropping those no value hype money-less internet stocks. Dell will fill a void and hunger for the future profitability internet investors. They got the box business in the bag, now on to bigger and better things. By the time that idea gets across to the average investor it will be much more expensive to invest in true internet value stocks. The question I am now asking myself is will the Street throw away internet and it's potential for value? Or will they include value when looking to invest in the internet's future? IMO it's hands down that Dell is already there! TTOSBT

To: Mike Van Winkle who wrote (155815)	3/31/2000 6:51:00 PM
From: kemble s. matter	Respond to of 176387

Michael, Hi!! RE: Message 13325534 Well put...I fully agree with the Meredith scenario...The comments made today concerning the interest they have in future investments and for finding technology that can be used is certainly a critical scenario for anyone...If TM is as effective at this as he was at ROIC we'll all be rewarded handsomely... With regards to the European situation.. well,obviously this is critical for the future... Best, Kemble