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

To: Zeeko who wrote (109976)	3/17/1999 7:54:00 PM
From: Nancy Rain	Read Replies (1) \| Respond to of 176387

Here's an interesting article which may provide insight on Dell's future growth: thestandard.net Some highlights: When Richard Owen signed on as VP of Dell Online Worldwide in November of last year, he inherited one of the greatest success stories on the Web, Dell.com. The online store accounts for $14 million a day – or 25 percent – of Dell's business. But Owen, who stepped in after Scott Eckert left to take over Dell's European operations, has been charged with the goal of moving 50 percent of Dell's business to the Web within 12 to 18 months. The first stage of Owen's plan comes to fruition on Wednesday, with the launch of Gigabuys.com, an online store dedicated to selling peripherals including printers, software and PC add-ons. "We want to squeeze the reseller even more," says Owen. "They've always handled the small stuff we didn't bother with, and now we're taking a chunk of that revenue away from them." But, as Owen's first project, the new online store was indeed a quickly implemented reaction to the evolving online computer retail space. To rush the new store into existence in just three months, Owen directed two separate teams. One built Gigabuys.com as it will appear upon Wednesday's launch – a consumer site with 30,000 products. A second, parallel team has been working on a plan to build a bigger store (with more than 40,000 products for sale) that will integrate features to serve Dell's business customers. The latter team was given 12 months to build the more full-featured version of the store. Owen has no financial projections for Gigabuys.com, saying only that it is expected to become profitable quickly. "Unlike a lot of online stores, we're not in business to lose money," he jeers. In the future, Owen can see adding auction or other such capabilities to Dell's online business, to foster community. (In fact, Dell has already bought the domain name dellauction.com, although Owen says the company currently has no plans to launch an auction site.) "Now that we've learned how to do this quickly, this is by no means the last project like this we'll launch," he says. "We want to keep people around our site, using the same shopping cart to make purchases." "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."

To: Zeeko who wrote (109976)	3/19/1999 1:49:00 PM
From: Zeeko	Read Replies (1) \| Respond to of 176387

FTR - Picked up some May 47 1/2's (DLQEW)at 2 1/8 about 30 min ago. This puppy is going to go sideways for a while. I think the MM and Analist are going to play the next chapter in the demise of CPQ, and perhaps IBM, out over the next several months till compaq is forced to warn. All bad news will be played out as "the decline or end of the PC sector" as we know it. DELL will be lumped in and will be a good cheap buy for these *hores. Zeeko - Waiting patiently and adding.