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To: GVTucker who wrote (115911)	11/6/2000 3:43:27 PM
From: Tony Viola	Respond to of 186894

GV, thread, Michael Dell singing the same song that some of us have been for a while: Dell figures that solutions that rely on specialized hardware, such as Sun's UltraSPARC processor chips and Solaris operating system, will eventually give way to cheaper products based on Intel Corp.'s Pentium processors and Microsoft Corp.'s Windows 2000 software. Dell Tells Executives Computer Business Is Healthy By: Hiawatha Bray 11/6/00 10:35:00 AM Source: The Boston Globe BOSTON - A month ago, Dell Computer Corp. stunned the industry with warnings of slower sales. It was one in a string of earnings disappointments that have many technology mavens convinced that the computer business is headed for a slump. No way, Michael Dell said Friday. Despite its recent warnings of weak sales in Europe, ``the market is actually remarkably healthy.'' And Dell added that a range of new opportunities reaching well beyond the traditional desktop machines should keep his business growing briskly for years to come. Quote Snapshot DELL 31.56 -1.00 · Free Real-Time Quotes Enter symbol: · Symbol Lookup sponsored by More from CNET Investor Quotes on this page are from the time the story was published Trade Now with our broker sponsors During a luncheon meeting of Boston College's Chief Executives Club, Dell said that while worldwide PC sales are down from last year, overall growth remains good. Besides, Dell is starting to apply its sophisticated manufacturing and delivery systems to the high-level corporate computing markets presently dominated by IBM Corp., Hewlett-Packard Co., and Sun Microsystems Inc. Dell figures that solutions that rely on specialized hardware, such as Sun's UltraSPARC processor chips and Solaris operating system, will eventually give way to cheaper products based on Intel Corp.'s Pentium processors and Microsoft Corp.'s Windows 2000 software. ``The customers have become increasingly less willing to pay a premium for a proprietary product as the industry-standard products improve tremendously,'' Dell said. And for Dell, ``industry-standard'' means in Intel-based computers running Windows - the company's bread-and-butter products. Dell plans to apply his firm's highly efficient business processes to the production of these big-ticket products, which offer much fatter profit margins than PCs. He's also counting on continued growth in broadband Internet access and wireless technologies to spur growth. Thirty percent of the computers Dell sells are laptops. Already, some models come with built-in antennas that support high-speed wireless networking. Dell predicted that this technology is about to take off, which will lead to booming demand for wireless laptops. Meanwhile, the deployment of broadband Internet service will give millions of consumers a reason to upgrade their older PCs. ``If you have a cable modem or a DSL line, your computer's not fast enough,'' Dell said. Mark Margevicius, research analyst for Gartner Inc. in Stamford, Conn., thinks Dell confidence may be justified. But he warned that today's PCs are so powerful that users are beginning to keep them longer before replacing them. ``Where it had been roughly around three years . . . we're starting to see customers talking about three-and-a-half, four years,'' Margevicius said. ``That scares the bejesus obviously out of Dell, Compaq and others.'' That's why Dell needs to quickly move beyond the traditional PC market, he said. (The Boston Globe web site is at globe.com) c.2000 The Boston Globe

To: GVTucker who wrote (115911)	11/6/2000 3:43:57 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

GV... I'm not saying I would blame Intel but a memory repackager putting up 75M looks pretty suspicious. It's not like they aren't selling, FPM, EDO, SDRAM already. So why would they put up 75M to displace what they already sell? More profit? So why spend 75M? Maybe they are scared of DDR and Micron? Jim