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Technology Stocks : America On-Line (AOL) -- Ignore unavailable to you. Want to Upgrade?

To: tang who wrote (6924)	3/17/1999 7:57:00 PM
From: Nancy Rain	Read Replies (2) \| Respond to of 41369

Dell knows this though. Here's an excerpt from an article on Dell's launch of Gigabuys.com: While Dell has largely shielded itself from the problems that have plagued the traditional PC manufacturer channel, that isolation will not last forever. Resellers and competitors are slowly learning how to reconcile channel conflicts and move to more Web-based sales. But some competitors, such as Compaq, which recently halted supply of its consumer PCs to a number of Web retailers, are struggling to find an adequate solution. "Zero-cost Internet companies are sucking profits from the traditional players. It'll be confusing for a few years until they figure things out," says Owen. "We're hoping to be a few years ahead of the game by the time things sort themselves out." thestandard.net AOL is definitely moving though. I'll probably sell half and put more into AOL.

To: tang who wrote (6924)	3/17/1999 8:42:00 PM
From: Jacktoad	Read Replies (4) \| Respond to of 41369

tang; I can't stand idly by and let someone pick apart my beloved Dell. RE: <<...And there was no Internet and E-COMMERCE insight... >> I believe the Internet has been around a bit longer than Dell. Granted the number and types of users has grown many fold the past several years. RE: <<...every PC heavy weight has mail-order established, every PC heavy weight has an efficient Web Site...>> Operative word here is efficient. Dell excels in efficiency of execution throughout the ordering-manufacturing-delivery processes. This is reflected and substantiated in survey after pc industry survey. This has been Dell's bread and butter. This has enabled them to slay the giants. RE: <<...more DELL's advantage has been taken away.>> Ahem? By whom? Will this mystery guest still be around in 5 years? RE: <<...PC's price has been lower every month...>> And Dell continues to grow revenues, profits, and customers. And please, think business customers. Are you going to run your operation with a fly-by-night company supplying your pc's, servers, and data storage hardware? RE: <<...50% growth rate should not be seen any more for DELL...>> Agreed. But it will be phenominal none the less. And, ahem...what is AOL's growth rate may I ask? RE: <<...time to buy more AOL of the new industry...>> Agreed. But not from Dell dollars! Regards; JT

To: tang who wrote (6924)	3/17/1999 8:47:00 PM
From: Curtis Brown	Respond to of 41369

Sell DELL buy AOL.You right on with that description of DELL's situation. That is exactly what I did with my DELL money. The momentum is with AOL big time now. GO AOL all the way to the bank baby!