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

To: Eric S. who wrote (21295)	11/12/1997 8:27:00 PM
From: Investor A	Read Replies (5) \| Respond to of 176387

And what if that same store had a slew of first time buyers (China, India) who wanted systems in the near future? The coming and biggest markets are coming from China and India. However, the end users from both countries could not afford the expensive Intel processors or pay premiums for the overpriced Dell PC at all. These two big virginal markets are to be explored and dominated by Cyrix MediaGX sub-$499 PC in the next five years. By sticking with the technology loser, Intel, Dell is insulated from any new market. Even worse, the world keeps on moving for better and cheaper computing without the participation of Dell. It is not Dell doesn't have the interest. The problem are that Dell has no technology or manufacturing facilities to dance with the change. Low 10s is reasonable for DELL.

To: Eric S. who wrote (21295)	11/12/1997 9:07:00 PM
From: Paul Merriwether	Read Replies (3) \| Respond to of 176387

<<But what if that neighborhood computerstore had a large base of loyal customers that had future purchasing needs and liked what they were getting at the store? And what if that same store had a slew of first time buyers (China, India) who wanted systems in the near future? The value is much more than just inventory. >> That is the funniest one I have heard! China and India are clamoring for DELL brand, high priced pc's! I have a feeling that they would be great customers for sub 1000 pc's if and only if they can survive a meltdown in Asia. Dell has not a prayer of a chance making big inroads in a price conscious China/India. The winners will be INTC, AMAT, local box makers and (maybe) CPQ. My open invitation to y'all. Sell your DELL and buy intc. Its still a good deal! best regards -P