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

To: Sig who wrote (103392)	2/20/1999 4:47:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

Sig: Here are some great passages from an Internet Week report on e-commerce that came out last month. They authors were making comments on 1998. Yet, who is in the best position to dominate in 1999? IMO, DELL will fire on all 8 cylinders and deliver a stellar performance. Here are the I-Week comments on DELL: <<No one helped craft (direct selling) more than Dell Computer. The PC manufacturer's direct-sales and build-to-order strategies were legitimized left and right, as earnings skyrocketed and channel-huggers Compaq, Hewlett-Packard and IBM scrambled to find a way to mimic the success without nuking their existing businesses. Direct selling also proved to be a fertile foundation for Web sales, as Dell recorded billions in online sales and embarked on an ambitious plan to Webify its links with suppliers, service partners and corporate customers in a complete value-chain continuum. >> Regards, Scott

To: Sig who wrote (103392)	2/20/1999 5:56:00 PM
From: Boplicity	Read Replies (2) \| Respond to of 176387

You need to add EMC to LU and CSCO. It's also going to be era of big fat servers. The distributed computing of the past could be changing, back to more central type. The high tech market that was driven my the PC industry is changing too, semiconductor sector will be less dependant on the PC industry, with communication and connect devices being the driver. As connected devices become smart, there dependence on the PCs will lessen. Near term it's broadband and on ramps that take advantage of broadband and storage to handle all this data that will be generated. I would love for someone to come out with a Moore's law for data and how much will be generated and need to be stored as there is for CPUs. On the horizon, developments that should be watch are Jini from SUNW and HDTV if it ever happens. The above is my thinking the below stocks are the result. AOL, ATHM-->ON ramps (The most weight of my port) CSCO, LU--->Communication (Third in weighting) EMC, DELL-->Storage and Servers (DELL weight in my port. is less now) RMBS------->RMBS RDRAMS are going to be used in or by all the above and HDTV Greg Just got the below urls from Rockman on the ATHM thread. Check them out shows how far and wide ATHM is going to spread. pathfinder.com Here is a link to Hong Kong Telecom, which features At Home as their broadband portal: hkt.com They claim that 90% of Hong Kong customers are interactive-TV capable, which is an amazing figure. Here is a link to their interactive TV service: itvhk.com