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


To: Dorine Essey who wrote (104669)2/24/1999 8:45:00 PM
From: OLDTRADER  Read Replies (1) | Respond to of 176387
 
Dorine:Thanks-where do you find out about this.wbm



To: Dorine Essey who wrote (104669)2/24/1999 9:10:00 PM
From: William F. Wager, Jr.  Respond to of 176387
 
Dorine--saw both interviews...MD on CNN told Lou Dobbs that he saw
three things driving Dell's growth (besides the internet)1.The Pent-
ium III, 2. Windows 2000 and 3. Broadband communication. (Lou pointed
out that Dell's stock price has grown 11,000% in the last 5 years)!!

MD said that "the competitors you have mentioned" (CPQ for one) are
still 95% in direct and that the transition to direct will be diff-
icult for them to achieve.

Bill

PS: I won't comment on Juanita's story--but she presented a credible
claim I thought.