Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Smart Investor who wrote (110323)	3/19/1999 6:29:00 PM
From: BGR	Read Replies (1) \| Respond to of 176387

Thread, PIII product transition information from the Intel thread. Looking for confirmation. Message 8419473 -BGR.

To: Smart Investor who wrote (110323)	3/19/1999 7:32:00 PM
From: stockman_scott	Read Replies (2) \| Respond to of 176387

<<There will be more and more free or low cost ISP services, and AOL's margin will get squeezed very soon.>> IMHO, AOL is much more than an ISP in a commodity business. They have created the biggest brand and platform in the internet space. Their 18+ million eyeballs put them in a commanding position to negotiate very lucrative advertising, sponsorship and e-commerce deals. AOL has NEVER had the best technology. Yet, they have had the BEST marketing and brand building. AOL must scale up their infrastructure and customer service to promote strong loyalty. They also must roll out their brand and content over the new broadband platforms. AOL also has Netscape and now can create new internet software and operate in the higher margin business to business e-commerce arena. With that said, I still feel that their valuation is quite rich due to all the hype and momentum investing. I plan to hold my AOL shares -- as long as the fundamentals remain intact. Yet, I think that AOL must now grow into its valuation (the P is way ahead of the E)..!!! eBay has the same problem -- on a larger scale though <ggg>...IMHO, eBay's current price already accounts for many years of spectacular, profitable performance. DELL on the other hand has "quite a rational valuation" and a tremendous ROIC compared to most of the internut stocks. As DELL proves that it still has great growth characteristics and is becoming more of an internet business...it should command a higher valuation (and a higher P/E)....I have a lot of confidence in DELL and its ability to generate outstanding returns for investors in the next 3-5 years. Best Regards, Scott