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

To: Mohan Marette who wrote (127885)	5/22/1999 8:00:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

<< <-OT-> scott: BancBoston =lead underwriter of NETP, still good though.>> Mohan: NETP could use any recommendation it can get -- even if it is a little biased <GG>...It's like Goldman putting out a "BUY" on DELL....Goldman does the lions share of DELL's investment banking transactions and rarely makes cautionary statements on DELL..!! I don't have a problem with it though. IMO, NETP offers key enabling technology for the e-commerce movement. Lets see its valuation is well under $700 Million and they seem to have a clear path to profitability. Now we have eToys. In its first week public its worth nearly $7 Billion on paper. Who knows when they will hit profitability. They could receive competition from AMZN and recently Toys R Us announced a partnership with Benchmark Capital (the firm behind e-Bay, AOL, E-loan, Ariba, Rambus, etc..) for rolling out a HUGE e-commerce venture. How sustainable is eToys position in the market? Good question. I prefer the undervalued internut stocks....Actually, soon we may be able to put DELL in that category. We may have to get rid of the earnings though !!...Just kidding...On a price to sales or a price to earnings basis DELL compares VERY favorably to almost any of the new internuts... Best Regards, Scott