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

To: David Goldstein who wrote (118298)	4/17/1999 3:52:00 PM
From: Mohan Marette	Respond to of 176387

Pheeeeew! Finally somebody figured it out-WOW. Thanks David.<eom>

To: David Goldstein who wrote (118298)	4/17/1999 4:32:00 PM
From: Mike Van Winkle	Respond to of 176387

David, I am completely blown away by this article, with Dell's competitor crushing business machine production efficiency, customer targeted marketing outlined in this article is nuclear fusion for growth. I posted a link to your post to TMF Dell thread, saved the article, and emailed the article writer to thank her for Andrew Grove Journalism Award quality reporting. Thanks Mike

To: David Goldstein who wrote (118298)	4/17/1999 8:30:00 PM
From: OLDTRADER	Read Replies (1) \| Respond to of 176387

RE:Article thank you-that equates to a price of 138 or 263% higher.wbm

To: David Goldstein who wrote (118298)	4/17/1999 9:54:00 PM
From: Brian Malloy	Read Replies (1) \| Respond to of 176387

Good piece you posted from Marketwatch, The URL below is from an article in 98. It gives a nice take on how and what DELL can do with DATA in the service of corporate customers. By simple extension one can see how the data can easily be adapted and configured for the individal or any group, company or whatever. sas.com There is also an article on Profit Pools in the Harvard Business Review around Mar 98 that makes the most powerful of cases for DELL. It is a good read when you are at the library. Regards

To: David Goldstein who wrote (118298)	4/18/1999 5:12:00 AM
From: stockman_scott	Respond to of 176387

<<Dell's wise Internet strategy also brings the idiocy of Compaq into sharper focus. If Compaq leveraged the customer information that it obtains through its Web properties - - in particular, the popular search engine AltaVista - - then maybe Compaq could be as successful as Dell. But Compaq, which has so far all but ignored the unquantifiable potential of its Web sites, where it could and should be marketing directly to users based on their search requests, doesn't get the Web. The Web - - and thus the future - - belongs to Dell. As I flip through my customized Dell catalog, I have to wonder: what if Dell traded at rates equaling twenty times projected revenues, aka standard Internet company rates? As a company with an unbeatable record of successfully embracing Internet business strategies, Dell's growth potential more closely resembles that of Amazon.com than that of Compaq. And maybe investors should treat it accordingly..>> ---------------------------------------------------------------------------------------------------------- CBS Marketwatch is really starting to understand why DELL may be one of the LARGEST and most successful internet plays - period !! Thanks for posting their comments. Best Regards, Scott