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

To: edamo who wrote (132820)	6/15/1999 1:40:00 PM
From: arthur pritchard	Read Replies (1) \| Respond to of 176387

edamo, This is Garrett. Are you saying that someday a competitor(maybe unknown at this time) could throw a punch and knock dell out or at least down. Sometimes counterpunching is not good enough. GW PLANNER

To: edamo who wrote (132820)	6/15/1999 4:26:00 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

Re: half the cost of the gtw profile is in the lcd screen. Precicely my point. That's why a product like this is not ready to impact the bottom line yet. The industry wide take rate on this type of LCD screen is still very low. When prices come down, this form factor will be much more attractive. Looking a GTW's new product realisticly I see serious roadblocks to a high take rate until prices become competetive. From a business customer perspective, it's really just a notebook with a detachable keyboard that isn't portable. So business customers are more likely to buy a notebook with a docking station for the same price which gives you the best of both worlds (desktop and portable). On the consumer side, I think we've beaten to death how price sensetive the growth segment of this market is. A $700 premium for coolness won't get many takers. Power users and gamers will demand more than what this unit offers for $2k. The Asian countries where space is at a premium, price is even more important. Again, for the same cost, you can get a nice notebook. So currently, the market penetration of GTW's new offering looks very shallow. That's why Dell does not need a knee jerk 'me too' product response. When prices come down, and demand heats up, you can bet Dell will be there. MEATHEAD

To: edamo who wrote (132820)	6/15/1999 4:32:00 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

Re: my concern is where is the innovation in product design.. This is where I disagree with many on the thread and agree with Dell's strategy of avoiding innovation for technology sake. The key to driving growth, market share and shareholder value is not tightly coupled with the innovation of new technologies. If anything, the lessons of the industry has proven just the opposite. Apple computer is a perfect example... they for all practical purposes invented windows and developed some of the most brilliant new technologies and devices. It has gotten their shareholders nowhere. Dell innovates more subtly and in areas that aren't readily apparent to the masses and in areas that offer the most value to their customers. Take Optiplex chassis designs. They may be ugly on the outside but they are beautiful on the inside. They have spawned many patents, won many awards and have won a lot of new large corporate accounts. Dell's chassis story was unmatched by competitors (AAPL, CPQ, HWP, IBM) for years, and to some extent, still is. Again, all we see is an ugly beige box, but in reality, it's a groundbreaking design. Innovation is everywhere, Dell has built a model that profits from only those products that succeed in the marketplace. If Dell decided to become a testing ground for radically new products, I would likely cease to be a shareholder. I love innovation as much as the next guy, but I don't want to fund it, just profit from it. These concepts are expanded upon in great detail in Michael Dell's book. MEATHEAD