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To: Smart Investor who wrote (15170)	11/12/1998 5:02:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 27307

Smart, are you just stating the obvious? Im not sure what your point is. Of course I know web retailers dont pay yhoo a dime. But pundits look at Dell web store growth rates to judge the impact of internet commerce. Nobody last year thought Dell would be doing 10MM in net sales this year, over 300% increase in one year - dramatically over estimates for this channel. Anyway my point is, irrespective of that, Dell missed the whispers so everybody is going to get hit tomorrow, but by how much? Michelle