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

To: Jill who wrote (133292)	6/17/1999 7:01:00 PM
From: nolimitz	Read Replies (1) \| Respond to of 176387

OT: I'm probably not the first, but as a paid member, I have emailed a complaint to SI on the ugly banner up top nolimitz

To: Jill who wrote (133292)	6/17/1999 7:24:00 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

Jill, you are missing the point. If you're not buying one within the next year because you already have an unrecoverd cost of ownership in your current system, you can get a sense that you aren't alone in this situation. Where you are unique, is in that you are an early adopter... a very small portion of the market. The 50% premium on the GTW machine is quite high for what's under the hood. It's mainly a notebook turned on it's side that isn't portable... not a bad thing, it's just that a notebook represents a better value for someone needing to save space right now. Timing is everything. Business is business. Where is your data that shows there is a large enough market for GTW and Dell and IBM and Compaq et. al. to sell this machine into right now? The reality is the premium relegates it to the early adopter crowd of which only a percentage are ready to upgrade... you are in this crowd but not ready to upgrade... GTW misses a potential sale. When you are ready to upgrade, you can likely buy it from Dell. Re: palm pilots and cellphones and pagers will soon be net-enabled and information will be easily transferrable from pc to these devices. Thats why Greg and others have suggested DELL brand some device like that. No doubt, but do you know what the entire 1999 revenue for all Smart Handheld devices is projected to be? Dell.com alone generates more revenue in 3 months! Why is it so important to establish a position now? Re: the landscape is changing, and I don't feel they are being aggressive enough in positioning themselves. Yes, the landscape is changing but I don't think you understand the reality behind the numbers. Numbers typically drive business decisions and dictate entry points. Dell is a fast follower. They won't be first, or even second in any of these new markets because they want to maximize profits. If this philosophy isn't exciting to you, you might consider moving out of Dell and into companies with leading edge product innovation like Apple. We are entering a period where SHD's and new ergonomic designs are going to experience strong growth. Some will succeed, some wont. Dell takes a cautious approach to entering new markets and the evidence to date shows this to be a good strategy. MEATHEAD