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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Frank Ellis Morris who wrote (83800)	12/5/1998 6:56:00 AM
From: LightPen	Read Replies (2) of 176387

Dell is simply responding to lower component costs. You will note that the largest % price reduction in on the Celeron processor:- "...bringing one system based on an Intel Celeron processor to $849, or $1,048 with a 15-inch monitor. This is a reduction of 11 percent. " Given that AMD are eating INTC lunch in this market segment, is it not possible that INTC plan to reduce the Celeron processors on Monday and DELL is simply getting out to the market early with the news? Just a thought. Nobody could have expected the massive reduction in component prices over the past year. The sub $1000 PC is a thing of the past, it is now a $800 PC. Regards LightPen

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