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

To: Mohan Marette who wrote (95471)	2/6/1999 7:09:00 AM
From: JRI	Read Replies (1) \| Respond to of 176387

Oh yes, I forgot...(16) There is still a LOT of liquidity out there....several major brokerage houses have cut back their stock allocations in their model portfolios recently...THEY HAVE CASH...and its got to come back in (sooner rather than later)......End of March, end of quarter buying, too..

To: Mohan Marette who wrote (95471)	2/6/1999 7:13:00 AM
From: Mark Peterson CPA	Read Replies (2) \| Respond to of 176387

Mighty MO: Could be wrong, but Dell already has an on-line auction of sorts by way of its web-based distribution channel that sells $12M per day in white boxes, et. al. at "market" prices. IMO, Dell has looked at the valuation of EBAY that currently has no significant competition (don't flame me here) and would likely form a wholly owned subsidiary intended to be the "900 pound gorilla" in that market that would subsequently be spun off to existing Dell shareholders. Dell's major strengths for this play? World-wide brand name recognition, customer loyalty, broad shareholder base, technology infrastructure, experience at having built something from nothing before, it's entrepreneurally-inclined human capital, etc. I don't think I'm dreaming.... Mark A. Peterson

To: Mohan Marette who wrote (95471)	2/6/1999 7:16:00 AM
From: Indelible	Respond to of 176387

Mohan,more on valuation.... from money.com pathfinder.com How to play the net Do the insane prices of Internet stocks mean that prudent investors have to sit on the sidelines and watch so many others get rich? Not necessarily. In many ways, of course, these valuation methods are merely rationalizations, attempts to explain why today's Net prices aren't out of line. But they are out of line. The key for most investors is deciding whether they want to invest or speculate. If you're okay with the risks, go ahead and enter the virtual casino. Take your chances with a new IPO (see "What's Left in the IPO Pipeline?"). Or play it more cautiously by buying stock in a profit-making market leader such as Yahoo! or AOL. Or you can try to hedge your bets by buying a sector fund (see "Internet Funds: Looking for a Safety Net"). But with all those choices, understand the risk you're taking -- and don't venture anything you can't lose. As with other manias, this bubble may well burst, and if it does, things will get ugly. So does that mean a prudent investor should sit back and watch so many others getting rich on this promising new industry? Not necessarily. One other option is to go in through the side door -- to latch on to the already profitable and established franchises making money from the Net. One top choice is MCIWorldCom, which we recommend in "12 Best Investments for 1999." You can also look at Cisco Systems, Sun Microsystems, even Microsoft or Dell, all of which should benefit from the Internet revolution. These stocks aren't cheap in an absolute sense, but relative to the pure-play Net stocks, they're a bargain. (Dell, for instance, still sells at only a modest premium to its unbelievable -- and real -- profit growth, as does Cisco.) With these investments, you simply bet that use of the Web will continue to grow. You don't have to figure out which company is going to win the battle for eyeballs. Says PaineWebber's Kerschner: "You probably won't have as much of a thrill, but you probably won't feel as much of a kill." Hey, it's your nickel.