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

To: jbn3 who wrote (84066)	12/7/1998 11:35:00 AM
From: PAL	Respond to of 176387

Bachman: nice article. I especially like this statement: "Cisco or Dell may not be the sexiest way to play (the Internet), but in the near term it may be one of safest ways to play it* ," he said.* Anybody who played with fire the past two weeks will agree. Regards Paul

To: jbn3 who wrote (84066)	12/7/1998 11:41:00 AM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Good morning Bachman, From your quoted source ""Dell should increasingly be viewed as an Internet stock, albeit one with earnings." One of the cornerstones of my thinking all along! I continue to repeat: the reason that Dell's model is unsurpassed is because it has eliminated all unnecessary levels of cost while adding value to its product offerings. Like a retailer, it relies on the design and engineering efforts of others, like INTC. Like an internet company it sells directly to the end user. But there is one other point to consider. Like the great large cap consumer stocks it has established a franchise value through branding its product. In that sense it is like KO. So, Dell has managed to amalgamate the best features of a variety of industrial and retail prototypes with the obvious advantages of electronic commerce. TTFN, CTC

To: jbn3 who wrote (84066)	12/7/1998 11:54:00 AM
From: Mohan Marette	Respond to of 176387

Assigning Amazon's valuation to DELL,the stock should trade for $313.90!!! Bachman: Interesting article,thanks. One day soon the smart ones will figure out that DELL is more of an internet company on top being an excellent Computer company. Now if one were to assign a value to Dell based on i-NUT price to sales valuation method,I am sure the stock price should be even higher than the ones based on earnings.

To: jbn3 who wrote (84066)	12/7/1998 11:59:00 AM
From: Jerry Miller	Respond to of 176387

""Dell has taken "mindshare" in the Internet space-one of the virtues assigned to franchises like Amazon.com." zdnet.com (compliments of the Yahoo thread)

To: jbn3 who wrote (84066)	12/7/1998 1:05:00 PM
From: Sig	Read Replies (1) \| Respond to of 176387

YO, Three The man I hired to lay bricks has $2k to invest (wonder where he got it?). Should I recommend buying Dell stock?. Or IOM? I've also been trying to find someone who wants my old Cpq computer since its just taking up space, maybe he will be willing to accept it. SES