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

To: Raptech who wrote (173820)	1/20/2004 3:29:55 PM
From: stock bull	Read Replies (3) \| Respond to of 176387

What a great price! $300 for the pc that you described is a real value. I'm starting to believe that eMachines may pose a threat to Dell's retail market. I believe that eMachines has announced the first 64bit notebook computer. It has the AMD 64bit processor in it. Interesting... Stock Bull

To: Raptech who wrote (173820)	1/20/2004 4:02:30 PM
From: Sig	Read Replies (1) \| Respond to of 176387

<<<$199 on a special sale at Best Buy. 2.2 Celeron, 80gb hard drive, 256 Mg ram, CDRW, no monitor but a flat screen CRT was offered for $100 >> Neat. But it does give a clue to Dells margins- if the parts costs are so low, Dell margins could go up some more. Sig

To: Raptech who wrote (173820)	1/21/2004 1:30:34 PM
From: Bill Martin	Respond to of 176387

Re: E machines, the MacDonalds of computers offer great values.... I don't think one can draw any conclusions about Dell -vs- E machines based on a January price. It could for example simply be that E machines is saddled with a bunch of Christmas inventory that they're blowing out way below cost since they know it will be worth even less in six months. Or it could be they've found some magic that allows them to under cut Dell permanently. Either way you can't tell from January pricing which is so skewed by inventory concerns. Bill