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

To: rudedog who wrote (155796)	3/31/2000 10:20:00 AM
From: chic_hearne	Read Replies (2) \| Respond to of 176387

rudedog Re: Also, I question your statement: Intel clearly won't be competitive in the top end for at least the next 6 months AMD will be lucky to have a 6 week advantage, let alone 6 months. Intel's partners are already working with 1 GHz PIII parts, and the PIII design will have at least a 10% advantage over the equivalent Athlon due to the cache design. So AMD has to have a 10% raw speed advantage to be competitive... You can buy an 866 MHz PIII today from DELL which for all but a few tasks, has performance equal to the 1 GHz Athlon (which are pretty hard to actually get BTW). Have you looked at the lead times on those systems from Best Buy and so on? Try and buy one... rudedog, For the sake of DELL investors, I hope more are in touch with the processor situation now than you, or else DELL is in for a rude awakening. Thanks for the info about DELL's business, it was very interesting. To address your point. This is only the beginning of AMD being in the lead of the speed game. INTC has nothing competitive to offer until Q1 2001 when Willamette comes out, that leaves 9 months. DELL is getting 200 1 Ghz parts a month (this number may have gone up). AMD is giving GTW and CPQ Ghz parts in volume. If AMD stays its course, in the next few weeks IBM, HWP, etc will also start recieving 1 Ghz parts in volume. Benchmarks. DELL always performs the best in benchmarks. The Pentium and Athlon are roughly equal in benchmarks now. Wait until copper Athlons start shipping any day. They will get a huge performance boost. Not to mention the possiblity that they may be 1.1 Ghz or higher. Intel has no plans for copper until 2001, thus constricting the PIII to about 1 Ghz. The Athlon should scale well over 2 Ghz. RAMBUST. Anyone getting a highend system needs at least 256 MB of Ram. If it's a RAMBUST system, chalk up an additional $1000 for total system cost. AMD chose the better memory. DELL/INTC relationship. DELL blew Q4 because of INTC. A few weeks ago INTC announced their own line of servers (which will compete with all OEM's). I think the relationship with INTC and all of the OEM's may be getting strained. To me, DELL and AMD is a logical combination. For one, it eliminates the possibility of getting burned when your sole supplier of a part cannot deliver. Anyways, this is JMHO. I hope to see DELL on board soon. chic

To: rudedog who wrote (155796)	3/31/2000 11:38:00 AM
From: calgal	Respond to of 176387

Hi Rudedog! Dell will be discussed on Radio Wall Street today. FYI. :)Leigh cnbc.com 3/31/00 - J.P. Morgan Securities Analyst to Interview On RadioWallStreet.com PHILADELPHIA, Mar 31, 2000 (BUSINESS WIRE) -- Today, on RadioWallStreet.com, J.P. Morgan Securities Equity Analyst, Daniel Kunstler, will discuss Apple Computer Inc. (NASDAQ: AAPL), Compaq Computer Corporation (NYSE: CPQ), Dell Computer Corporation (NASDAQ: DELL), Gateway, Inc. (NYSE: GTW), and Hewlett-Packard Company (NYSE: HWP). This event will be broadcast Friday, March 31, 2000 at 12:00 PM EST. To access this RadioWallStreet.com broadcast, investors should go to radiowallstreet.com. It may be necessary for first time visitors to RadioWallStreet.com to go to the site to download and install any necessary audio software. There is no charge to access any event. Questions for this RadioWallStreet.com event may be submitted in advance by e-mailing greg@radiowallstreet.com. Please reference date and time of the interview in the Subject of the e-mail. About Investor Broadcast Network Investor Broadcast Network, founded as Vcall in 1997, is the leading webcaster of investor events covering over 1200 public companies. The Company provides compelling investor content direct from companies and experts to more than 450,000 registered users through its Vcall, RadioWallStreet.com and Investor Conference broadcast services. RadioWallStreet.com provides unique and compelling interviews and roundtable discussions from leading executives and market experts for investors who need real-time analysis and insight direct from today's newsmakers. For more information on Investor Broadcast Network visit www.investorbroadcast.com. Distributed via COMTEX. Copyright (C) 2000 Business Wire. All rights reserved. -0- CONTACT: Investor Broadcast Network Greg Kettler, Executive Producer, 717/396-1116 x304 5170-00 RWS INDUSTRY KEYWORD: COMPUTERS/ELECTRONICS INTERNET Today's News On The Net - Business Wire's full file on the Internet with Hyperlinks to your home page. URL: businesswire.com