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

To: BBG who wrote (138946)	8/12/1999 9:14:00 AM
From: Ian@SI	Respond to of 176387

EDIT: Another extract added.... I see your Merrill Lynch and raise you an Andy Grove... ;-) The personal computer will not be superseded by information appliances, according to Intel Chairman Andrew S. Grove and Chief Executive Officer Craig Barrett. For subscribers, whole story at: interactive.wsj.com August 12, 1999 Intel Top Executives Shrug Off Information Appliances Threat By DEAN TAKAHASHI Staff Reporter of THE WALL STREET JOURNAL To hear some industry experts talk, Intel Corp. and its personal-computer microprocessors are about to be bulldozed by new Web-surfing machines called "information appliances" that don't use Intel chips. Not surprisingly, Intel Chairman Andrew S. Grove and Chief Executive Officer Craig Barrett don't think their era is passing. Here is an edited transcript of an interview with the two executives. ... Q: But what happens if more of the PC enthusiasts become perfectly happy with your low-end Celeron chips instead of the newest Pentium III chips? There is a hardware-software spiral, and people always ask whether they need the newest hardware for the software they run. Mr. Grove: What you lose in the spiral on the desktop, you gain in spiral on the server. I don't think anybody has come close to suggesting there is enough server power. We have seen only the very beginning of electronic commerce on the Internet. Q: What is your analysis of the free-PC market? Mr. Grove: It's not a ridiculous thought in my opinion that free PCs and free Internet service together will be given by people who want your business. The total cost of providing that is an economically viable proposition if you agree to buy more goods from them. Going forward, businesses will do all sorts of stuff to acquire you and keep you as a customer. Mr. Barrett: That is a lot cheaper than the price companies pay to get access to consumers today. Look at cable-TV operations where the consumer is valued at $10,000 to $20,000 per head. It's cheaper to give away a $600 PC and four years of Internet access. Mr. Grove: The difference is that when you buy a cable company, you buy a captive customer. If I give you a PC, it is hard to handcuff you.... ...

To: BBG who wrote (138946)	8/12/1999 9:16:00 AM
From: Frank Ellis Morris	Read Replies (3) \| Respond to of 176387

Thursday, Aug 12 1999 9:05AM ET Reply # of 138950 >>>Maria says DELL is down a point already<<< My quote shows 680,000 shares up 1/16 in pre market trading???? BBG It sounds like a damn conspiracy to me with all the stories coming out to drive down the stock price of Dell. It once was Intel now it is Dell. How convenient just a few days prior to the latest earnings for Dell. Frank