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

To: Frank Ellis Morris who wrote (96482)	2/9/1999 6:00:00 PM
From: Mohan Marette	Respond to of 176387

<--OT-->Internet Ad Revenues Top $1 Billion For First Time Hi Frank: Say I think Dell can use some of that Ad money,I say do it,banner ads,wholesale auction of discontinued products,Computers & accessories that came back through 'asset recovery' plan (I guess that is a fancy way to denote returned leased products,you like the 'channel/retail' thing) spin the dang thing off or something,go portal even,'coz papa needs them shoes very very soon.<g> ==================== 4.55 p.m. ET (2155 GMT) February 9, 1999 NEW YORK — Internet advertising revenues for 1998 totaled a record $1.3 billion at the end of the third quarter, the Internet Advertising Bureau said Tuesday, with spending on track to reach $2 billion for the year. According to the quarterly IAB Advertising Revenue Report, the results were the first time spending exceeded $1 billion in one calendar year and prove that the Internet is a legitimate advertising medium. "This report is the biggest endorsement yet from the marketing and advertising communities that online advertising is here to stay as an integral component of their marketing and branding plans,'' said Rich LeFurgy, IAB chairman. Started in 1996, the IAB report represents data from more than 200 companies representing over 1,200 web sites. It is considered a leading indicator of trends in online advertising. Buoyed by the strong results, LeFurgy said told a teleconference that he expects 1998 Internet advertising revenues to hit the $2 billion mark, more than twice the amount reported in 1997. The report found that advertising revenue through the nine months ending in September increased by 121 percent over the year-earlier period. Although the third quarter tends to be a seasonally slow quarter, Internet advertising revenues reached $471 million in the period, a 116 percent increase over the same quarter in 1997, contributing to the strong overall growth. In a breakdown of the revenue, the report said the top 10 Internet publishers accounted for 70 percent of the total, reflecting the ongoing consolidation of web companies within the industry. Consumer-related advertising dominated the ad categories, followed by computing and financial services. Pointing to an increase in more creative forms of advertising such as television commercial-like interstitials, interactive rich media ads and e-mail sponsorships, LeFurgy said the industry was showing strong signs of evolving. "I don't expect that banners are ever going to go away, but what this signals is that there is continued innovation,'' he said. LeFurgy also predicted that the industry would start to see a significant increase in cross-media buys in 1999, with advertisers making media purchasing deals across both traditional and online mediums. "We're starting to see this kick in earnest and it's a tremendously important evolution for the industry because it leverages cross media synergies, and from a revenue standpoint, it speaks to longer deals and deals of higher valuation,'' he said.

To: Frank Ellis Morris who wrote (96482)	2/9/1999 6:05:00 PM
From: freeus	Read Replies (2) \| Respond to of 176387

With all due respect I totally disagree. The markets are not "rigged". Certainly journalists, analysts and people in brokerage houses express their opinions, probably sometimes even before and after selling/ buying/ recommending. We are over regulated as it is, we certainly dont need more. No one holds a gun to an investor's head and tells him/her to buy or sell a stock. This is a choice the investors make. When I panic sold my DELL last Aug 31st it was NO ONE's fault but mine. When I have the "courage" to buy some in a downdraft and I see it go up in the next few months NO ONE gets the credit but moi. (Well maybe Kemble...VBG) And margin: although it has given me grief, it has also given me more DELL shares than I could have ever hoped for without it. I gave Fidelity over $3,000 in interest last year. But I made well over ten times that amount in appreciation. Well used, margin is fine. Like any other credit card it must be used with caution. Best wishes anyway! Good luck to all of us tomorrow. Freeus

To: Frank Ellis Morris who wrote (96482)	2/9/1999 7:35:00 PM
From: Voltaire	Read Replies (2) \| Respond to of 176387

Hi Frank, I absolutely agree with your post with one exception. I do not blame the Manipulators. You can not blame them for their way of making money. The key is to recognize that it is going to happen. Tell me one thing that has changed since last week. Nothing. The only thing that has changed is that it is time for the Big Boys to make their money. People act like this is the first time that a pullback has occurred. They are going to make a bloody fortune on shares they are picking up cheaply pre-split. Let the readers of this thread tell us about no manipulation one week from now. Do not back-up to your beliefs. Voltaire

To: Frank Ellis Morris who wrote (96482)	2/9/1999 9:33:00 PM
From: Ex-INTCfan	Respond to of 176387

Frank, Excellent post. Sorry to hear about your CMGI. I actually like these downturns, especially when I'm holding some cash, as I am now. I don't know how much manipulation was a factor, though. I knew in my mind this was coming, because I couldn't find anything to buy at the levels of a week ago. It takes more courage to sell at high levels than I sometimes have. Unfortunately, I only sold off most of my secondary stocks and Inuts. Your strategy of buy and hold is best in the long term. It is too risky to take large positions out of quality stocks like Dell-- you never know when you will be able to get back in, and they can turn on a dime, as I expect Dell will before earnings. Now the fun begins. Picked up some CSCO today. Sure, it could go down more, but I got it at a 20% discount to a week ago. Next on the list is more Dell, or maybe an INUT or two if things really collapse.