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

To: edamo who wrote (130564)	6/3/1999 11:18:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

edamo, Hi!!! RE: dell must achieve more than "consolidation of pc business", for stock price to surge....do you want to own the number one pc maker at $40 share or the number three internet backbone company at $90 share???..i'd much prefer the latter...so when is "mikey" gonna tell us about "life beyond the pc"???? I believe they want both....and there may be many many many opportunities to tie revenue growth to pc's...no matter what you may think these prices are falling to...IMO a whole new price may appear with bandwidth...and if DELL has gained more market share...more LOYAL customers....the more people can be tied to the culture of DELL..The internet included...Let's not forget Gigabuys...already in place...not a bad site to plug into.... :o) So gaining that market share and crippling CPQ at the same time is a fork in chess... I believe this is a huge part of DELL's overall strategy... Best, Kemble