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


To: kemble s. matter who wrote (154732)3/9/2000 12:18:00 AM
From: Craig Lieberman  Read Replies (1) | Respond to of 176387
 
Kemble,
The thread seems quiet tonight. And I apologize for the rambling in advance.

Here are my thoughts which I didn't finish a few weeks ago.
I recently bought my 3rd DELL computer. They are ALL in use now, and I need a 4th for my kids.
One is at the office, one is at home, one is a laptop that goes with me as move around on business.

The three computers each cost around $3500. and were near the top of the line when I bought them.
The oldest is a PII 400MHZ with 128MB RAM (purchased with 64MB and added the extra memory)
The 2nd machine is a 600MHz PIII with 128MB RAM.
The laptop is a 500MHZ PIII with 128MB RAM and CD/RW drive.

I believe that I may not be typical, but many households are getting multiple computers. Home networking is going to be HUGE. If the best computer goes in the office and the rest move down the food chain to the kids. Then there is reason to the madness.
Just seems like we are far from saturated in the market place for PCs. DELL has this figured out. If they can ride the wave around the world to 1, 2,3 or more computers in each household with a decent and growing market share, then they are just in diapers now.

Low cost PCs are not much use after a year.
After owning one, people will jump to quality and performance.

Businesses don't have use for low quality cheap PCs. They buy quality systems. All the talk about other revenue streams aside... I think that DELL has a great future in PC hardware. The rest is just icing on the cake.

Craig



To: kemble s. matter who wrote (154732)3/9/2000 1:16:00 PM
From: Patrick E.McDaniel  Read Replies (3) | Respond to of 176387
 
Kemble, I predict Dell will close higher today.

Do I win anything?

:o)