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Technology Stocks : DELL Bear Thread
DELL 126.42+2.8%Dec 19 9:30 AM EST

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To: jjs_ynot who wrote (518)4/21/1998 4:53:00 PM
From: Marq Spencer  Read Replies (3) of 2578
 
Dave,
My bi-weekly update of PC prices in NY suburbs:
Compaq Presario: 300 MHz PII, 64MB, 8GB, DVD, 56KB, cheap 17" SVGA, cheap speakers, cheap color inkjet, cheap scanner: $1499 !

Even more amazing:
Compaq Presario: 400 MHz PII, 64MB, 12GB, DVD, 56KB, cheap 17" SVGA, cheap speakers, cheap color inkjet, cheap scanner: $2199 !!!

Note that the introductory price of the latest, high-end PC, is under $2000, without the monitor! So much for the "premium for high-end" systems that the DELL guys keep talking about.

My expectation is that the PC manufacturers are going to see an overall shrinkage in revenues this year. And I don't think DELL is going to be any exception.

- Brian.
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