Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: edamo who wrote (132768)	6/15/1999 11:55:00 AM
From: Jill	Read Replies (4) \| Respond to of 176387

THREAD: Gateway's new computer design...gorgeous...what's Dell going to do? Won't all computers look like this in a few years? Beautiful and simple, space-saving, and I know from experience that large LCD screens are far better than CRT's...much easier on the eyes...and actually better on the body (no harmful radiation) What does anybody think?

To: edamo who wrote (132768)	6/15/1999 12:50:00 PM
From: Meathead	Read Replies (2) \| Respond to of 176387

edamo, GTW's new product looks great. This is the kind of product that Japan is really interested in right now and ultimately where PC form factors are headed. It's definitely cool. The problem is the premium paid for this level of integration and the reduced computing power penalty. The feature set is not competitive from a price standpoint right now... that's one reason Dell will not be the first to enter this product segment. Here is the basic problem: Gateway Profile SE Dell Dimension XPS T CPU AMD K6/400 PIII 450Mhz Memory 64MB 128MB Monitor 15" TFT 17" Sony Trin HD 4.3GB 9.1GB CD/DVD 24x 40x Video 2x AGP 4MB 2x AGP 16MB Audio Integrated wavetbl Soundblaster Speakers Integrated Altec ACS340 w/sub NIC 3com 3com OS Win98 Win98/NT SW MS works/encarta MS SB office97/encarta Zip drive No Yes Warranty 3yr 3yr, 1yr nextday onsite Price $1,999 $1,821 Not really competitive. In fact, a similar config from Dell would only cost ~$1300 placing a $700 premium on the GTW machine. Dell offering this product at this point in time wouldn't add much to bottom line. Also, Gateway OEM's this product (i.e. they didn't design it in house, just testing and qualification which only requires about a 3 month development cycle), Dell would do the same if they wanted to offer this product today. I don't think enough of Dell's customers are requesting a product like this right now (save Japan, but cost is still a major issue) or they would definitely have an offering in this form factor. How Dell is addressing this desire for a space saving product is by rolling out their new ultra slim chassis designs. There is no cost premium to the customer for this and Japan, from what I hear, loves this new form factor/same price strategy. I as a shareholder, don't want Dell to offer advanced technology without a proven/established market before any competitor. That becomes an unnecessary higher risk category for R&D spending with a longer timeframe for recouping the costs. Still, that's one cool looking machine. I like it. MEATHEAD