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Technology Stocks : Dell Technologies Inc.

DELL 119.41

-2.7%

Nov 19 3:59 PM EST

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To: edamo who wrote (132820)	6/15/1999 4:26:00 PM
From: Meathead	Read Replies (1) of 176387

Re: half the cost of the gtw profile is in the lcd screen. Precicely my point. That's why a product like this is not ready to impact the bottom line yet. The industry wide take rate on this type of LCD screen is still very low. When prices come down, this form factor will be much more attractive. Looking a GTW's new product realisticly I see serious roadblocks to a high take rate until prices become competetive. From a business customer perspective, it's really just a notebook with a detachable keyboard that isn't portable. So business customers are more likely to buy a notebook with a docking station for the same price which gives you the best of both worlds (desktop and portable). On the consumer side, I think we've beaten to death how price sensetive the growth segment of this market is. A $700 premium for coolness won't get many takers. Power users and gamers will demand more than what this unit offers for $2k. The Asian countries where space is at a premium, price is even more important. Again, for the same cost, you can get a nice notebook. So currently, the market penetration of GTW's new offering looks very shallow. That's why Dell does not need a knee jerk 'me too' product response. When prices come down, and demand heats up, you can bet Dell will be there. MEATHEAD

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