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

To: kemble s. matter who wrote (129945)	5/31/1999 12:12:00 AM
From: Meathead	Read Replies (3) \| Respond to of 176387

Kemble, If I had to guess, I'd be in trouble. The field is gargantuan and so are the opportunities. The major problem I see in some acquisitions are the HUGE costs associated with buying established businesses. Dell could buy CPQ for just a fraction more than the cost of YHOO so I don't see any high flying established internet acquisitions on the radar screen. Some sort of networking acquisition would be great but who's left that hasn't been snagged by CPQ or INTEL that's affordable and offers a position that can't be duplicated through partnering? I just don't know. If Dell makes an acquisition of anything in the near term, I'm sure the choice will be a surprise to me. Initially. Then after some evaluation it will make perfect sense... right?<gg> Question for the thread... and I may ask this more than once. Thinking intermediate term, 1-2 years out, what is the real difference between what AMAZON.COM and GIGABUYS.COM can or will become? Both business models are perfectly scaleable to sell anything from paper clips to jet engines if so desired. Yet AMZN has a 20B market cap because they sell books at $20 a pop... I guess they have a lock on the future of that kind of internet commerce<g>. I guess I still don't get it, but fundamentally, I can't justify the prices for some of these companies, especially since there is little or no barrier to entry and the costs are low (so are the profits currently). Just because they are "first" or pioneers is no guarantee they'll be around for long. Just think back on all of the software and hardware companies who had a similar "head start" decades ago during the golden age of computing. How many are still with us? MEATHEAD.COM

To: kemble s. matter who wrote (129945)	5/31/1999 12:52:00 AM
From: Sig	Read Replies (3) \| Respond to of 176387

Re Dell acquisition My first guess would be an ISP (build or buy) because it would be a fast growing area which would use Dells present products of servers and mass storage assemblies. There are problems with this as it seems unknown what the ISP's will be able to charge in the future because of intense competition. Will have to count on Dell to measure the risk/reward of the venture, whatever it is. Sig