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

To: kemble s. matter who wrote (67802)	9/27/1998 9:40:00 PM
From: DO$Kapital	Read Replies (1) \| Respond to of 176387

RE: VALUATIONS For those naysayers who clamour ad nauseum about the impossibility of sustaining valuation at these levels here is the opinion of Ann Winblad,,,,,partner in the Silicon Valley Venture Capital Group Hummer Winblad and famous (or infamous) for being Bill Gates' girlfriend. Excerpt from this months Money Magazine: <<<<< Why did Internet stocks go so crazy earlier this year? In large part, she says, because there is simply an inadequate supply of publicly traded shares. "These are incredibly capital-efficient companies," Winblad says. Think about the capital requirements of a Yahoo! vs. those of any other type of business. All Yahoo! has to buy to operate are a couple of computers, plus a few old pinball machines to keep its employees happy. Other businesses too are becoming more capital-efficient by relying on software. "Dell Computer is a manufacturing company that is increasingly a capital-efficient information company," Winblad says. "It has outsourced much of its business. It has become the hub of an information-system process, rather than simply a hardware company." ............ ......."We are now using digital tools to create efficiencies through the Internet," she says. "There is less and less need for bricks and mortar." >>>>>>>> JUST4THEDELLOF_IT