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Technology Stocks : Dell Technologies Inc.

DELL 122.70

+0.2%

Nov 18 3:59 PM EST

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To: kemble s. matter who wrote (45537)	5/30/1998 10:37:00 PM
From: Meathead	Read Replies (1) of 176387

Kemble, from what I'm reading, it may be a wash. Rudedog hit on some very key points on the Intel thread. His take is that it will give the industry more time to develop support for this platform. Some will indeed benefit. Many analysts are already predicting an increase in system sales today as a result of buyers not wanting to wait that long for Merced. You will now get 2 years of life out of todays highend system before Merced is ready to ship. At the old 1.5 year time horizon, the value equation was'nt as attractive. I don't think it will have any impact on Dell. They too will have more working time with Merced's alpha silicon. And to be sure, there will be plenty of processor advancements to leverage between now and then. Short term however, crazy as it sounds, it could actually give upper-end system sales a boost. We shall see. My brain is worn out from too much reading that's why my posting ability stinks at the moment... sorry. MEATHEAD P.S. Here is a great debate between Gwenapp and Dvorak on the sub $1000 PC. Looks like they took some of their key points from this thread<ggg> Great reading! mdronline.com@4386212szzwhz/events/pctf98/debate.html

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