Dell Technologies Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sig who wrote (148066)	11/27/1999 4:38:00 PM
From: rudedog	Read Replies (3) of 176387

Sig - re: when they first see the 'everyday' low prices of the WebPc units. the iPaq "legacy lite" version could be packaged as a consumer machine pretty easily - it sells for $549 in the Win98 version. DELL is unlikely to go much below that price point IMO. CPQ's consumer business makes money, but their commercial PC business does not - it accounted for all of the looses in 3Q for CPQ, and then some - it also ate profit from consumer and enterprise business. DELL, on the other hand, has a profitable commercial PC business. From that perspective, DELL probably does not want to see a price war in either the commercial or consumer space. They are already straining the business model to do low-end PCs, since this will impact overall ASPs. I personally don't think ASP has much to do with profitability or performance, especially in a new segment for DELL like consumers, but the analysts will surely pay attention to it. I would expect DELL to do competitive pricing but not aggressively drive it down. Do you think Webpc will be under $500? Both CPQ and HP offer consumer machines at $499...

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next