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

To: stockman_scott who wrote (109349)	3/12/1999 11:41:00 PM
From: Dorine Essey	Respond to of 176387

Scott, How did you make out today? Dorine I ended my week with almost all green. Hope you had the same sucess. Dorine

To: stockman_scott who wrote (109349)	3/13/1999 10:15:00 AM
From: William F. Wager, Jr.	Respond to of 176387

Scott--do you know this Iowa firm who gave Dell a BUY in Barron's---> (This is from the 3/15 issue under "Market Lab: Research Reports") by Securities Corp. of Iowa (83, Feb. 18) Strong Buy. Other companies, such as Compaq, which sell [directly to consumers] have attempted to copy Dell's business model, with some success. Others, like NEC, have failed in the attempt. However, Dell remains the only major PC company that is a ''pure-play'' on the direct model, since it doesn't sell through the direct channel or retailers. Gateway, the other major direct-seller, is building a network of retail stores. We think Dell will continue to gain market share over channel participants. The recent acceleration in hardware technology progress sparked by the processor pricing war between Intel and AMD only makes the direct model more compelling. As processor prices decline, Dell is able to pass on the savings faster than most competition. Thus, it retains the edge. --Bill

To: stockman_scott who wrote (109349)	3/13/1999 5:15:00 PM
From: kemble s. matter	Respond to of 176387

Scott, Hi!!! RE: <<YOU CAN'T AFFORD NOT TO DO BUSINESS WITH DELL>> I really don't know when I actually started telling folks this ....I do recall that quite awhile ago I was chatting with some people who work for IBM...while discussing some of my interpretations of what the possibilities were with Virtual Integration vs. the "old true blue way"...I mentioned this quote...they never countered...so, I keep using it.. :o) Best, Kemble