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To: Glenn D. Rudolph who wrote (36274)1/24/1999 8:55:00 AM
From: Peter Greenhill  Read Replies (1) | Respond to of 164684
 
<DELL is not an internet stock. DELL is a tech firm with an excellent business model. They happen to be using the net to sell a good deal of their product and in doing so, can use just in time delivery for their components. DELL is both a manufacturer and a direct retailer>

I agree. I would not classify companies such as AMZN that use net technology as a retailing tool as Internet Companies. They should be classified as retailers. Internet companies are Internet Service providers such as AOL and content providers such as YHOO. A case could also be made for providers of infrastructure such as Cisco.



To: Glenn D. Rudolph who wrote (36274)1/24/1999 11:12:00 AM
From: H James Morris  Read Replies (1) | Respond to of 164684
 
>> I love DELL and have been long often.<<
America loves Dell and Ciso. Unless this market tanks, and it appears Uncle Al won't let that happen. They're bullet proof.