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

To: arthur pritchard who wrote (81320)	11/19/1998 12:42:00 PM
From: Lee	Read Replies (2) \| Respond to of 176387

Hi Arthur,..*Off Topic* Arthur, you've asked a complicated question that requires some thought. Rudedog is better qualified to answer a question like this. However, Dell has positioned itself well ahead by their current use of the net and now they have to address all the future ramifications of this different way of doing business. One of the future functions is higher bandwidth which Dell is also addressing by supplying ADSL modems. They are also moving to do more trouble shooting/set-up type customer service on the net which will increase efficiency. As for their specific market, we speculated last summer that either they would follow CPQ into services to allow higher penetration into the enterprise segment or that they would take a parallel path utilizing existing manufacturing/execution skills to offer functions and/or equipment that interfaces with the core products. We did not arrive at any consensus. But we pretty much agreed that Dell's management is evaluating the alternatives. Hope this helps, Rudy is better at this. Lee

To: arthur pritchard who wrote (81320)	11/19/1998 8:13:00 PM
From: K. M. Strickler	Respond to of 176387

ap, >>...obviously not all the money going into say amazon, is stupid money<<< Stickin' my neck out again! IMHO, in order to maximize our potential to make money, we are all looking for that 'ideal' opportunity. The 'opportunity' occurs in each category. ie - INTC has a pretty good handle on chip manufacture, DELL has a pretty good handle of direct marketing, MSFT has a pretty good handle on the system software, AMZN seems to have a pretty good handle om moving books, CDs and gifts, YHOO has a pretty good handle on a search engine that runs ads by the user, CSCO has a handle on internet hardware, AOL has been able to get a pretty good chunk of subscribers. In short, these companies have reached what I call 'critical mass' meaning that their market cap has arrived to the point that their names appear on many of the 'investment' radar scopes, and consequently there are many institutions that are investing in these stocks. (This is not to say that there aren't many other stocks like KO, F, GM, MO in their portfolios!) Regards, Ken