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

To: Naggrachi who wrote (50382)	7/9/1998 4:18:00 PM
From: Geoff Nunn	Respond to of 176387

Does anyone think that YHOO is @ the same stage Dell was in '96, give her take a couple of months? No.

To: Naggrachi who wrote (50382)	7/10/1998 10:59:00 AM
From: jhg_in_kc	Read Replies (3) \| Respond to of 176387

DELL Bulls don't you see that YHOO is another DELL? Yes, there is a case to be made. Read the current Red Herring article on YHOO. One thing YHOO and DELL have in common is very loyal and devoted users (or readers, as it were, in the case of Yahoo) and extremely enthusiastic stockholders. As YHOO's president, who is in a league with Mike Dell for brilliance, says (I paraphrase) no matter who controls the Internet they are going to have to come after our customers (thru us) sooner or later or all they have is just plumbing. Another thing the companies have in common is focussed execution by an excellent management team. As Mike Dell has said, "all Dell does is put the technologies of Intel and Microsoft together in a box as fast and as cheaply as possible." But this is nothing to sneeze at. That's all Henry Ford did with automobile parts in the 1920s (did it faster and cheaper) and his company turned out OK. If as Chuzzlewit says, all Internet portals are is "interactive magazines," then you have to say Yahoo is the best one by far. It is a front page you can go to, it is your yahoo, it is an excellent search engine, it provides e-mail, and is just beginning to acquire other comapanes to improve its product. IBM sneered at a simple software product called MS-Dos. That tail has wagged the dog big time now. We shouldn't sneer at Yahoo as just code and indexes on software. Who is to say that a simple "front page" for your computer will not turn out to be as important as Windows 3.1 was when it first came out? Or to put it another way, YAHOO could be another USA Today on everybody's PC--and TV!--in a few years. Is YHOO Now where Dell was in 1996? Just might be. Am I wrong here? Comments?