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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?


To: t2 who wrote (14112)1/10/1999 8:42:00 PM
From: t2  Respond to of 74651
 
Thread: Article - Why MSFT Charges So Little for Windows

National Economic Research Associates report. It gets really detailed. Good article in support of Microsoft

microsoft.com



To: t2 who wrote (14112)1/10/1999 9:04:00 PM
From: Brian Malloy  Read Replies (1) | Respond to of 74651
 
An interesting post ref DELL "At this point, i see a limited upside unless they get into e commerce in a bigger way"

Do you know how big DELL is into e commerce already? What are your thoughts on what they should do to get into it in a bigger way?



To: t2 who wrote (14112)1/10/1999 9:26:00 PM
From: ed  Read Replies (1) | Respond to of 74651
 
UP !
In the past 2 months , DELL had taken a big breadth, while CPQ went up quite a lot .
The same money, which switch from DELL to CPQ. Now earning is close , money will be back to DELL again.



To: t2 who wrote (14112)1/11/1999 7:59:00 AM
From: Calvin  Respond to of 74651
 
T2k,

At this point, i see a limited upside unless they get into e commerce in a bigger way.--trade like an internet stock.

Last quarter Dell reported Internet sales of $10 million/day. Since then they have continued setting up Premier pages for their corporate customers. That number could easily reach $15 million/day by the time they report in February. It seems to me that they are already a big e-commerce player wouldn't you say?

Calvin