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

To: Mohan Marette who wrote (107607)	3/5/1999 3:16:00 PM
From: JRI	Read Replies (2) \| Respond to of 176387

Mohan- Dell was ALREADY selling many of the products on GIGABUYS...sure, the concept has been refined, expanded, and clarified...and this will help no doubt...5% of total revenue may be possible (in a year)...but, we are not really coming from $0 here... Price competition is going to be brutal...doesnt look like Dell has built a really unique advantage yet...but I agree that these are easy sales (low investment), so why not pick them up.. Interesting that Compaq paid $200 million for Shopping.com...I'm sure Dell has spent far less than 1/10 in setting up there site...Could Compaq not have created rather than bought a lot cheaper? (Granted, shopping.com sells more than computerware, but still 200m was quite a bit..)

To: Mohan Marette who wrote (107607)	3/5/1999 3:26:00 PM
From: Venkie	Read Replies (3) \| Respond to of 176387

YEEHAW .......YAHOOOOY.....RIDEM DELL...GEETYUP BOOOOOOOOOOOOM WHOOOOODPOSJFNDLAEURVOV VC BKM dID I SEE 87...ALMOST.....WOPPPERS WHO'S ON FIRST...i'M AN EXCELLANT DRIVER... sIG IS LOWDOWN<gg>.. YEPPERES HOT DAMN...WALLA WALLA BING BANG GONA TIE MY ROOT TO A TREEE. GO DELLLLLLLL GO EBAY.....NORTON GET 10 BAGS ..I AM RICH...HOT DAMN HONEY...YOU CAN HAVE A NEW BMW...2 OF THEM

To: Mohan Marette who wrote (107607)	3/5/1999 3:28:00 PM
From: stockman_scott	Read Replies (3) \| Respond to of 176387

DELL is looking good today and the analysts seem to love the new announcements. Here are some headlines from new analyst reports: CS First Boston -- 3/5 DELL (Strong Buy) IBM Agreement is a Positive for DELL Montgomery Securities -- 3/5 DELL (Buy) New Price Survey shows Gigabuys.com is Competitive Gerard Klauer Mattison -- 3/5 DELL (Buy) $16 Billion OEM Pact with IBM, Strategic Opportunities Remain Piper Jaffray -- 3/5 DELL (Buy) IBM / DELL Pact -- The best is Yet to Come Credible experts and Analysts understand DELL is undervalued and has great days ahead of it. I'll elaborate and share more from the positive analyst reports later. Here is a not so surprising Street.com summary: <<Herb on TheStreet: Herb's Got Just a Few Words Today By Herb Greenberg Senior Columnist I have very little to say today, because I was out reporting yesterday. If I had written my regular column, I would have expounded on that Seinfeld of a deal: the IBM (IBM:NYSE)-Dell (DELL:Nasdaq) partnership. What's it about? Nothing. There are no guarantees or purchase minimums that anyone knows about. To quote one of my sources: It's really nothing more than a procurement deal for IBM, which is only good if Dell can purchase $16 billion worth of products over seven years. >> Pahleeesseeee.....Mr. Greenberg, You should retire if that is the best summary you can write. You need "new sources" and an open mind. Try talking to Forrester, S & P, or any of the credible firms that follow DELL. I would claim that Mr. Niles and his firm are quite biased and still don't get it -- yet, the Street.com loves to quote him. Have you ever heard of balance. When DELL is soon over $100 (at pre-split prices) you may wake up and smell the coffee. I have stopped my 2nd trial subscription to the Street.com....I sure can't believe anyone would want their stock. Oh well....DELL will continue to prove they are the next DELL. Regards, Scott