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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Susan G who wrote (30838)	4/5/1999 2:47:00 AM
From: puborectalis	Respond to of 120523

Forgot DELL........To: Sig (114221 ) From: stockman_scott Monday, Apr 5 1999 2:13AM ET Reply # of 114231 <<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 Next Previous