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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: Meathead who wrote (134621)	6/26/1999 9:18:00 AM
From: Jill	Read Replies (2) of 176387

Meathead, I think Dell is coming out with a new design precisely because they realized Gateway had one-upped them and gotten a lot of attention. Your perspective seemed a bit too complacent to me (not intended as insult). To use G&K terminology, since I frequent that thread, Dell is in the fight for its life not to be turned back from a prince to a chimp. It's important to be perceived as industry leader and innovator, which they keep saying they are--as Ed keeps pointing out, perception of leadership is more than half the battle. Gateway is making smart moves and they certainly have impressed me of late. Since Imac is profitable, i.e. cool design and higher price, this kind of computer could be as well--my point was Dell should continue to aggressively pursue that segment as well as the under 1K segment, and in hummingbird internet/high tech years, watching and waiting is not wise. And I agree w/ Ed, I wouldn't be surprised if they sooner or later went to handheld device as well. They need to. If what they want to do is "more of the same and even better" then they need to redefine "more".

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