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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (10243)	11/13/1998 7:52:00 PM
From: Phil Jacobson	Respond to of 29382

Re: that post about Economic Value Added (EVA) and DELL... Great stuff...think about why this is - DELL is now selling $10 million per DAY over the Internet - I think I heard on CNBC this morning that this is now 20% of total sales! I remember that this Internet sales figure for DELL was $2 million per day only a year ago. The cost of a sale over the Net (once the programs are written) is so minimal as to be almost negligible, except of course the materials and shipping. I would guess that the reason DELL can have such a great EVA valuation is in part due to their ability to use the Net as the most important area of growth for the entire company. Phil

To: Sergio H who wrote (10243)	11/13/1998 7:54:00 PM
From: Ken W	Read Replies (2) \| Respond to of 29382

Sergio, She's not worried....I showed her the link post and my dear bride nearly fainted...:-),and I thought I was the only one that could make her swoon! Now that all of my theory is shot to hell from last night. I don't know what to think. This turning on a dime crap is making me crazy. I did get some LBFC today at open from selling SDTI. If SDTI gets down to 10 I'll be a buyer again. With the retail reports today I would not expect Greenie to do his rate cut thing. Then we go short? Ken