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Technology Stocks : Dell Technologies Inc.
DELL 133.78-0.1%Nov 14 9:30 AM EST
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To: Gold Beach who wrote (26715)1/1/1998 11:10:00 PM
From: Meathead  Read Replies (1) of 176387
 
My 12.5% number is just an educated guess backed by some
basic logic. It could obviously be off by several percentage
points.

Sub-zero is going to become a misnomer soon anyway. Entry
level business class PC's are already right at the
1k price point... we know that this will drop further
next year. There will be many new classes of devices
coming out over the next few years aimed at web or
inter/intranet access ranging from $99 on up. This will
really confuse everyone as to where a PC begins and ends.

The thing to watch, and what no one is certain of is where
the entry level catagory is ultimately heading in terms of functionality and percentage of sales. Weve always had
an entry level catagory... the price has now dropped a few
hundred bucks again... this in itself does not change the
needs of the corporation. It will bring a new class of
consumer into the fray however which is good.

The shift back to centeralized computing making up a portion of a company's intranet computing model should help fuel sales of business class sub-zeros. What will it ultimately be however... 10%, 20%
40% across the industry? No one is sure. This is one reason why servers are becoming so important.

MEATHEAD
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