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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: Sonki who wrote (105618)2/27/1999 5:43:00 PM
From: hdl  Read Replies (1) of 176387
 
Check out GML on the NYSE. It has only 1.5 Billion in revenue. It has a much cheaper cost structure than Dell. Check out Vcall 2/4/99 on GML and check out its web page. GML will sell you a $25,000 computer. But, it can sell $800 computers, Pentium III desktops, and $500 computers in the near future. It will be very global-as per its name. Besides, Dell will be competing with Chinese, Korean, Taiwanese and other companies. One can get for $800 a better computer than one needs and better than one got for $100,000 not that long ago.In a few years for $800 one will be able to get a better computer than what Dell and others are selling for $3,000 now. Even if unit volume grows and even if Dell's unit volume grows, its profits cannot grow for very long.
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