Dell's Daytraders Decision Site Message Board

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Technology Stocks : Dell's Daytraders Decision Site

DELL 129.25

+0.7%

Dec 26 3:59 PM EST

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To: Markus who wrote (450)	7/27/1997 1:12:00 AM
From: Investor A	of 1124

In order to keep Acer from using Cyrix MediaGX in AcerBasic II, Intel cut a deal on Pentium 120 with Acer. After Compaq adopted Cyrix MediaGX in their Presario 2120, Intel cut a big deal on the general prices and terms with Compaq so that Compaq won't get more chips from Intel's competitors. HP has felt the panic that the market was switching towards sub-$1,000 PC. Intel cut a sweet deal with HP to keep HP from adopting the competitors' chips in HP sub-$1,000 PC. However, the two good boys, Dell and Gateway 2000, have not being able to get the sweet deals from Intel since they are not interested to buy from Intel's competitors. As the result, Dell and Gateway 2000 are having higher costs on the most expensive components: CPU & motherboards from Intel. That's what Michael Dell has been in panic towards the sub-$1,000 PC. As nothing more than a mere box maker, the best time for Dell is over! For the company without sound technology, $170 stock price was overdone on its $5.11 book value. The correction is on the way faster than you would believe.

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