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

To: jim kelley who wrote (151303)	1/13/2000 9:39:00 PM
From: rudedog	Respond to of 176387

Jim - I don't doubt that DELL will respond to the iPaq price point, just a question of how and when. That reinforces my discussion about revenue impact over time... I don't think the WebPC price move is a direct attack on iPaq, but more tit for tat - the CPQ "breadbox" is a mid-range product which WebPC can undercut. This is exactly what I said DELL would do a few posts back (to TP)... my mentation may be defective but the old precognition is still clicking...