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Technology Stocks : Dell Technologies Inc.

DELL 135.98

+3.0%

Dec 2 3:59 PM EST

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To: Skeeter Bug who wrote (95230)	2/5/1999 6:10:00 PM
From: BGR	Read Replies (1) of 176387

Skeeter Bug, 1. Which is why I said perceived threat. It had a very real effect though. Ask around the industry. 2. That people were not perceiving greater value in paying up for Intel Inside is quite different from saying that in general PC demand was weak. You are confusing two independent events. Besides the K6 was a rather nice chip. 3. Change my statement to direct sellers who were executing if that would make you happy. Why do you think the channel guys/resellers are getting killed if the threat of competeition from direct selling was not a factor in ASP drops? 4. I was wondering when you were going to bring Micron up and do a hammer-and-nail bit. Your analogy holds true for Intel but not for DELL. DELL simply buys the lower priced component and sells them before the prices drop even further because of their high inventory turnover rate. They have a world class SCM implementation which enable them to execute perfectly in this regard. They do not produce the technology themselves. 5. Not necessarily. It may just be that for several manufacturers the drop in margin was too steep tobe compensated for by unit sales growth. Says nothing about deand but a lot about production process inefficencies. Finally, the Y2K software issues are no longer soaking up money, check out the applications revenue numbers for companies that have good software. My friend, those CIO's who would buy software to fix Y2K problems in 1999 have long been fired already and their replacements are rolling out production systems (did you see the successful Y2K rollout for airlines reservations news today). So, this year, the budget will be spent on ... guess what? Y2K is a matter of the past and the market is a forward looking mechanism. -Apratim.

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