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

To: Meathead who wrote (22614)	11/23/1997 8:04:00 PM
From: Venkie	Respond to of 176387

I would like to thank you for all the great post you have provided to the thread and you have my total respect. Hank also has my respect and he has made many contributions here to us all. He has shown much class and has done his share of hard work. I dont agree with his forecast but I respect him. The rest of the newly found clowns wont be around when it comes time to eat crow. I've hung in there thru all this turmoil and I'll eat crow like a man if comes to that. I'm long so I have all the time in the world to kill. I will stand by my invetment decisions that I've made in the best companies in the world. I even heard one morion say Cyrx will take over the world and muei was the top pc box maker in the bussiness. I will have my pom poms flowing in the wind tomorrow..No tu tu's. I only wear those for my wife

To: Meathead who wrote (22614)	11/23/1997 8:15:00 PM
From: James Choi	Read Replies (2) \| Respond to of 176387

In my mind, Disk Drives and memory chips have become commodity items although they still meet your qualifications not to be. <<Any product that's continually being redefined every six months is not a commodity. Any product that becomes obsolete every 2-3 years does not classify as a commodity.>> Once gain, my horizon is not far away and my hunch is that Dell will tank next few days. As I write this, both Korean (-5.28%) and Taiwanese market (-0.53%) are going lower on behalf of closed Japanese amrket. I just don't see how Mr. Dell can be upbeat about the future when all this competitions are lurking around the international and national corner. 10% competitive price cut will eat away 50% of the profit (assuming 20% margin). I have no doubt Dell will sell more and more PCs in the future. The thing is, all disk drive makers and DRAM makers are also selling more than ever. After the Dell's dive (which only exist on my mind until Tuesday morning), and it acquires more reasonable P/E, I will join you guys in the long camp. Then we can commune in more agreeable terms and views. Until then, James Choi

To: Meathead who wrote (22614)	11/23/1997 9:16:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 176387

PC's are not a commodity. Period. No way, No how, not today, not even close. Tomorrow, someday, yes. Any product that's continually being redefined every six months is not a commodity. Any product that becomes obsolete every 2-3 years does not classify as a commodity MH, Using your line of thinking, DRAM's are not a commodity product nor are disk drives nor MPU's when in fact they all are. Intel just has a great Marketing Dept. Isn't a commodity product simply defined as a product not incorporating proprietary technology? DRAM's are and have been changing- from the SIMM's and DIMM's of the past to the EDO of the present; from 4 to 8 to 16 to 32 MB; from line widths of .5+ microns to .35 and below. They are changing rapidly but there is no proprietary technology that makes Micron Technology's DRAM different from TI's in any substantial way. Why do you think we are seeing the price wars? PC's are in fact a commodity to a great extent. Very few PC makers incorporate proprietary technology. Most simply install Windows and the Office suite and send the machine on its way. I am not saying this is a bad thing; it's what people want. I am not sure too many people would pay a premium for a PC simply because it is differentiated. IBM has on its line of PC's a home-control unit that takes care of the lights etc. when you are away from home. Has this had a big impact on their PC sales? I don't think so. People for the most part, simply want Windows and a spreadsheet/word-processing program. Just my .02 Happy Investing, brian