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

To: edamo who wrote (114388)	4/5/1999 11:06:00 PM
From: Mike Van Winkle	Read Replies (1) \| Respond to of 176387

edamo, I am not on the other side of the internet issue from you but quality of product is the solution to your question of the 2x4 selection. It is the solution to lower cost also, but from reading your postings I realize that I am preaching to the choir again. My niece will buy everything from a catalog but my sister (her mother) uses shopping as a way to relax after riding herd over her employees all week. Somewhere in the mix is the truth, and that is the $1E12 question (or is it answer?). Looking forward to the rest of the Dell story this week. Mike

To: edamo who wrote (114388)	4/5/1999 11:11:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

<<...me thinks we overestimate the power of the net in so far as commerce.... >> edamo: Everything will not be bought online. The consumer area is the smaller part of the e-commerce arena... Yet, the business to business e-commerce projections are AMAZING....DELL will of course benefit from this revolution -- more PCs, servers and storage will be needed!! Take a look at the article I have posted below....it boggles the mind -- we are moving into a new digital economy. Best Regards, Scott -------------------------------------------------------------------------------------------------- The landscape for electronic commerce "The rapid growth of the Internet is a phenomenon without parallel at many levels - technical, social, and economic - that has created a tremendous potential opportunity for businesses. In fact, the growth of the virtual community of Internet users has outpaced the ability of businesses to take advantage of it as a medium for commerce, at both the technological and organizational levels - and this growth will continue. It is estimated that by 2000 AD, e-commerce worth over a trillion dollars will be transacted. In a technology-dependant field such as this, rapidly evolving technology will ensure that early adapters will reap long-term gains." FACTS to Ponder. Web Sites concerning Banking, Finance, and Investment are growing daily. e-commerce is expected to touch $ 500 Billion by 2000. Last October, a new CyberBank signed up 1000 new accounts in just 6 weeks. 200,000,000 Internet users expected by 2000 Forecast : 25% of the commercial transactions on the Internet will be done by non-banks Cisco already has on-line sales of $3 Billion annually - more than 50% of its total sales. Dell's website accounts for 1/3 rd of its total sales and it is expected to cross 50% by 2000. More than 1200 CyberBanks exist already, most are US based and around 150 in the Asia Pacific and Japan region. future-commerce.com

To: edamo who wrote (114388)	4/5/1999 11:58:00 PM
From: stockman_scott	Read Replies (2) \| Respond to of 176387

<<We could see a market cap of 2 trillion before the run slows and earnings and the pe become reasonable again. >> edamo: I just picked this comment up on the AOL board. I thought you would get a kick out of it <ggg>....I think AOL would need a massive increase in earnings to justify a $2 trillion mkt. cap. Its current P/E is well over 600. What if DELL traded at 1/3 of that? DELL has a nice internet component to its business, solid growth, and serious earnings power. Just some thoughts....I still own AOL....but I feel much more comfortable having a larger position in DELL. Best Regards, Scott

To: edamo who wrote (114388)	4/6/1999 8:25:00 AM
From: Jill	Read Replies (1) \| Respond to of 176387

OT--bricks vs cyber: ed--here's a thot on how bricks & mortar grow, and e-commerce grows, too, simply from my own experience--maybe it's not an either/or but a both/and scenario: Certain things you want to touch, feel, or try on. Sometimes you want to go to Barnes & Noble, have a capuccino and thumb through the displays of books and magazines, and buy whatever you buy. You want to hear your favorite author read. You want to try on the blue jeans and be sure they fit great. You want to feel the nap of the towels and how soft it is. Etc. At the same time, life is busy. A jazz singer friend of mine wanted a bio of Duke Ellington, and she's of an ilk/age where she'd never use the internet. I went onto Amazon and within 10 minutes the book was on its way to her as a gift from me. If I'd had to go to B&N, would I have...? Probably not...Another instance: I like a Canadian folk group called the Wyrd sisters, their CDs are hard to find--but easy to find and buy on the Internet, (and not on Amazon, even--elsewhere). One doesn't rule out the other. I think both have revenue streams and a place in America, especially. And look at SI--it is something you couldn't have imagined before the medium made it possible. The medium itself can help create possibilities, including e-commerce, that weren't there before. SI doesn't stop you from using your full service broker in all the ways you always have--it's value added. Morning thots... Jill