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

To: Mohan Marette who wrote (76968)	11/7/1998 3:12:00 PM
From: Ian Davidson	Read Replies (1) \| Respond to of 176387

Hi Mohan, Thanks for the great article. Also in this week's Barron's, there is an interview with 3 tech fund managers....McNamee, Paul Wicke, and some guy called Landis. McNamee says about DELL, "DELL remains an extraordinary business, and one of the really exciting things going on in the economy right now." Yes, and this in Barrons!!! It's a wonder they let that go to press! Ian

To: Mohan Marette who wrote (76968)	11/7/1998 4:06:00 PM
From: Don Martini	Read Replies (1) \| Respond to of 176387

Thanks, Mohan, for taking the time to post the interview, I certainly enjoyed it!

To: Mohan Marette who wrote (76968)	11/7/1998 4:09:00 PM
From: D. Swiss	Read Replies (1) \| Respond to of 176387

Mohan, thank you very much for the great post. :o) Drew

To: Mohan Marette who wrote (76968)	11/7/1998 5:09:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

Mohan: Thanks for the update from InternetWeek. I am always interested in hearing from Michael Dell (in person or on the internet <ggg>). I really liked these comments that Michael made... "...The ultimate test of value-add is whether you are able to earn a return on your efforts, and I dare say that no company has been able to achieve a return on its R&D expenditure equal to Dell." Have a great weekend. -Scott

To: Mohan Marette who wrote (76968)	11/8/1998 2:49:00 AM
From: PAL	Read Replies (2) \| Respond to of 176387

Hi Mohan-san: aaah, the beauty of competition is keeping us alert. Look who is breathing behind our neck. I am sure Dell is aware of it. This small article is from San Diego Union, Nov. 4, 98 page C-2: Gateway reports on Web site sales Gateway, the computer maker with executive offices in San Diego, generated more than $6 million sales per day at its Web site in August. In an effort to promote even more Web sales, the company added a feature to its Internet site intended to help online PC buyers use the company's lease and finance programs. The company also referred consumers to a new Internet address: www.yourware.com In the home market, Gateway starts including Voodoo: Gateway is now including the Voodoo Banshee in select Gateway G- and GP-Series desktop computers. next-generation.com Do you know if Dell will be doing the same thing, especially in penetrating the consumer market? Regards PAL