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: Mohan Marette who wrote (110881)	3/22/1999 7:55:00 PM
From: stockman_scott	Respond to of 176387

<<Dell..the mother of all internets.>> Mohan: I couldn't agree with you more. How many internet stocks have DELL's fundamentals, ROIC, profits, vision...etc..????? Lets see -- DELL supplies the computers, servers, storage, and peripherals that will be in increasing demand as we move into a global digital economy. And each month DELL sells more and more online and becomes even more efficient. Now we have Gigabuys.com...Your friends at Cowen actually made a few wise comments about it recently : <<-DELL's management is seeking to develop Gigabuys.com into the #1 destination site for computer related products. -"DELL is hoping to augment its net income with "fees" from the vendors of peripherals and software. It's a very common sense approach to a increasingly more difficult industry position. The beauty of the approach is that DELL is actually disintermediating software vendors and peripherals suppliers and taking a piece of their margin. Since they will handle only the customer order process but will not stock any inventory from other companies, they will put no capital at work, making the venture smart logistically and financially.">> Hmmm......sounds like DELL is again innovating in a powerful way that will really benefit customers and shareholders. The big money and the smart money will figure this out soon enough. Of course, I expect DELL to launch additional online ventures in the next year. We know they have reserved the name DELLauctions.com. Maybe they'll become "the eBay of trading high tech PC-related equipment." I can't tell for sure. Yet, I can say that DELL has A LOT of very profitable ways that they could grow their business. Michael Dell made this statement last July: "More of it will happen in the future than has happened in the past." Michael chooses his words carefully and I choose to believe him. He and his team have more vision than all of their competitors combined. Better days are ahead. Think LONG TERM. Regards, Scott