SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (88313)1/9/1999 8:17:00 PM
From: Chuzzlewit  Read Replies (1) | Respond to of 176388
 
If you are talking about companies like ASND and CSCO etc., I agree, but I also believe that three other classes of companies will be big winners:

1. Portals -- companies like AOL and YHOO. These companies are analogous to physical malls, and receive revenues from advertising and from sales made by participating stores.

2. Financial services and brokerage houses.

3. Companies like DELL.

I do not think (sorry Barron's -- I disagree with you here) that the shipping companies will benefit, because the e-commerce promises a decrease in shipping dollars for the reasons the Michelle pointed out.

TTFN,
CTC



To: Boplicity who wrote (88313)1/10/1999 12:53:00 AM
From: BGR  Read Replies (2) | Respond to of 176388
 
Greg,

Re: shovel makers for the internet.

Completely agreed. Those I believe may be classified into 3 major categories:

1. network related, like CSCO and LU
2. hardware (server and storage) related, like EMC, SUNW and hopefully in future, DELL
3. software related, like ORCL

I plan on investing in all.

-Apratim.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News