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

To: edamo who wrote (126944)	5/19/1999 3:56:00 PM
From: arthur pritchard	Read Replies (1) \| Respond to of 176387

ed: <ibm> you say it soo well...and I think you are RIGHT on...you really are brilliant!!

To: edamo who wrote (126944)	5/19/1999 3:58:00 PM
From: Lutz Moeller	Read Replies (1) \| Respond to of 176387

Edamo, You wrote "i believe we are entering an era of consolidation, ...it will all evolve in the tech sectors around data and voice communication..." which I tend to agree. The question, regarding DEll is: Where may Dell find its postion there? Any idea, that builds on Dell's strenght? Lutz

To: edamo who wrote (126944)	5/19/1999 4:00:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

<<but it is looking as not pure industry consolidation as in the past...it will all evolve in the tech sectors around data and voice communication...the old fashion telephone provider is done.>> edamo: Watch for more aggressive alliances between DELL, the RBOCs, Telecom equip firms, and the AOL's of the world. DELL may create their own branded ISP for corporate customers and for consumers. IMO, they could roll out a whole range of services over the network (like internet telephony) and wrap in e-commerce opportunities. Broadband will be HUGE and I expect DELL to capitalize on the movement. The virtual integration model will serve DELL well as they continue to collaborate to compete. These are just some thoughts I have. Holding DELL and sleeping well <GG>... I enjoy reading your comments. Best Regards, Scott