Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Mohan Marette who wrote (95419)	2/5/1999 11:21:00 PM
From: BGR	Read Replies (2) \| Respond to of 176387

Mohan, Agreed about CPQ, whose internet overtures came more as a reactive than as a proactive measure. I apologize to the spirit of DELL and will shortly go and wash my fingers for typing something as foul as comparing DELL with CPQ. My problem is that it is still not clear to me where the money is to be made in the eCommerce business other than advertisements. I am of course drawing a parallel to traditional media like radio and TV, which may be an inaccurate comparison. But I pulled my investments out of YHOO, AOL and AMZN because of my lack of understanding where exactly their potential lay. As for DELL, I see great potential in server and storage business and expanding to yet untapped markets but have never given much thought to the eCommerce side of things. Need to think this over. -Apratim.