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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 3:59 PM EST

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To: Skeeter Bug who wrote (111612)	3/24/1999 1:20:00 PM
From: BGR	Read Replies (1) of 176387

Skeeter Bug, That's old news to start with. Two of the articles focus on the low-to-lower end retail sector which DELL has been avoiding for some time and has recently reiterated their continued plan to do so. So I do not quite understand why you continue to find the retail sector's woes as relevant to DELL. As for IBM's sub 1K business PCs, two comments: One, these machines do not have the average muscle required by a business PC from my personal experience. At best, they may work for call center type of situations. IBM is also reported in the same article to provide a more capable machine with a price tag in the 2k+ range. Two, according to Gary Greenberg (I believe, but I may be wrong) IBM is losing a sizable chunk of money (somewhere in the BB range) in it's PC business on an yearly basis. How long do you think this will continue? Not all companies are AMD-clones, you know? -BGR.

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