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

To: Mike Van Winkle who wrote (158145)	6/26/2000 3:30:00 PM
From: kemble s. matter	Respond to of 176387

Mike, Hi!! Nice bit of research...Thanks...Applegate is making a remark that strongly resembles why I'm scared... RE: If you think about where we are with the virtual economy at the moment, it's still only 2% of retail sales, and it's about 3.5% of wholesale sales. First one looks like it's growing at 100% year over year; the other one looks like it's growing 150%. If you think about where we are with the Internet at the moment on a company basis, Cisco and Dell (DELL:Nasdaq - news) are the preeminent examples of B2B and B2C. Every company on the planet wants to look as much like Cisco and Dell as it possibly can. It's the most efficient way to do business, reduce cost of goods sold, improve productivity, etc. And everyone will get there to a degree, depending on what kind of business they're ultimately in. The economics there are exceedingly compelling on the B2B side. Then you've got the B2C side. We go to the Internet for convenience, for fulfillment, for price. If you think about the Internet for consumers, it's cumbersome, it's a pain to use. It's still very crude. It's also not a mass market -- but it will be. And when it becomes a mass market, that's going to demand a lot more routers, switches, servers, bandwidth, storage. "There are only 4 or 5% of the servers today required to run the internet by 2004 and all of these are virtually obsolete"... Servers servers servers servers...You guys gotta see what DELL is building JUST for servers... :o) Best, Kemble