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

To: Sig who wrote (114218)	4/5/1999 1:28:00 AM
From: Keither22	Read Replies (5) \| Respond to of 176387

DELL has risky stock price according. to Sunday NYTimes business section front page (see Market Watch column below the fold). Most of the industry growth is in $1,000 computers, Dell does most of their business in the $2,000+ computer.

To: Sig who wrote (114218)	4/5/1999 2:14:00 AM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

<<FROM THE INTERNET STOCK REPORT - DELL comments...from Steve Harmon- Editor of Internet Stock Report DELLiberating DELL "It seems to me that, amongst all the hoopla for infant, fledgling Internet commerce companies, Wall Street is ignoring (at least on a p/e basis) those companies that already have what the newcomers are striving for... namely-brand recognition, effective business models and profitability... CASE IN POINT - DELL. The company (as of last quarter) is doing $14 mil. in sales PER DAY via the Net...and the recent announcement and unveiling of their computer superstore - www.gigabuys.com - was virtually ignored by mainstream press?" Reply: My view: DELL (NASDAQ:DELL) represents a huge untapped potential in both its customer base and direct-selling expertise. I think DELL has a lot of leverage left on the table in its box and could be a category killer for not only PCs but technology items in general with gigabuys. To get there Michael Dell will have to think outside the box, however. I think gigabuys.com may be first steps to perhaps realizing that. >> Sig: Steve Harmon has been right on about AOL, CMGI, and many other internet high flyers. I feel that his latest comments about DELL make SO MUCH sense. IMHO, DELL will soon be viewed more as an internet play -- with BIG earnings. When that happens, watch out...<ggg>!!! Regards, Scott