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

To: stock bull who wrote (173821)	1/20/2004 3:38:15 PM
From: GVTucker	Read Replies (1) \| Respond to of 176387

Dell stopped caring about the price-conscious retail buyer a while ago. There's no question that nowadays there is some value attached to the Dell brand name, and Dell is starting to price in a premium to capture that value.

To: stock bull who wrote (173821)	1/20/2004 3:48:11 PM
From: kaka	Read Replies (2) \| Respond to of 176387

Stock bull, re: I'm starting to believe that eMachines may pose a threat to Dell's retail market. Don't you think emachines would pose a greater threat to HP in the retail space since when you visit an officedepot or staples to purchase one of those fantastic emachines, you might have initally gone in to look at an HP machine which is on retail store shelves, unlike DELL which has no shelf retail space? Dell is the number one computer manufacture worldwide by a small margin, and in the US by a larger margin. HP combining with CPQ; IBM pulling out of the retail space a few years ago; People PC giving away free PC's with internet purchase; GTW opening up tons of stores; HP trying to follow DELL's business plan by "going direct" again and again......DELL has still continually GAINED market share. You really think emachines pose a real threat in any space?? Cheers

To: stock bull who wrote (173821)	1/21/2004 8:01:15 AM
From: Dave	Read Replies (1) \| Respond to of 176387

Stock Bull, At the extreme low end, yes eMachines is quite disruptive. However, Dell is not "truly" competing at this price point while they may have some offerings near it. The Dell brand name/image is/was of quality. Of course, things are "slipping" in terms of retail customer service. The question is, then, is this a trend or will Dell try to improve its image regarding retail customer support. The story behind eMachines is quite impressive, too. Basically, when eMachines was taken private the stigma associated with it was that eMachines were extremely "low quality" PCs. Lately quality has improved tremendously. There was an article regarding eMachines in Business 2.0 magazine which was quite interesting.