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

To: gmccon who wrote (23016)	11/24/1997 8:34:00 PM
From: James Choi	Read Replies (2) \| Respond to of 176387

<<Regarding Fidelity, they also said the DD sector is finished (with respect to profit margins). Done. Interesting how they just found that out.>> Do you think they just found out, or do you think they are just done liquidating it all? How can such sudden drop in price happen in DD sector without the big boys liqudating? All this time, analysts have been saying that DD sector will improve, that SEG problem is isolated, WDC problem is temporary, etc., etc. And the price has been dropping all this time. Someone was selling while they were talking. Or were they selling while they were talking? Do your own homework. James Choi

To: gmccon who wrote (23016)	11/24/1997 9:23:00 PM
From: Meathead	Read Replies (2) \| Respond to of 176387

"A 166Mhz MMX w/32 RAM and a good graphics card can do it all, literally"... NOT. How well can this type of box run Allegro_interactive 12.0, SPECCTRA, ApsimSPICE, ApsimRadia, Boardquest w/Signoise 12.1, Viewlogic... just a few engineering app samples of the business world. There are thousands of CPU/Graphically intensive apps that many companies use. How well would the 166 perform as a workstation? How about a mission critical server? There's more to this business than what you see on the shelf at CompUSA. I just bought FloorPlan 3D deluxe from IMSI and DreamHome designer 3D. Consumer software products. My 200Mhz PPro w/ Matrox Millineum and 128MB SDRAM is just not enough. There are a lot of simple users out there who just surf the net, send Email's, pay bills, play solitare. For them, 166Mhz w/32 RAM is way too much power. They should not pay more than a couple hundred bucks for a PC. That's why Dell aint in this market. These folks (I assume you are one of them) have no concept whatsoever of how Business PC's can and are being used today or what applications they are running (and don't give me the MSoffice copout answer). If you want to know where to put your money, read my past posts. Dell, Intel, Microsoft or substitute Compaq for Dell if you hate Dell but definately own one of the two boxmakers. Can you outline the major technologies we'll be seeing in the next 18 to 24 months and who will benefit from them? Didn't think so. How large is the consumer segment in comparison to the corporate segment? Numbers please. You view everything from the viewpoint of the "consumer". You shouldn't be investing in High Tech stocks unless you understand their business. Don't take this as personal, youre allright. Cheers.. MEATHEAD

To: gmccon who wrote (23016)	11/24/1997 10:06:00 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

gmccon and all, here is the Instat survey on sub-1000 pc's courtesy of intel thread. instat.com In-Stat's Latest Survey Shows a Home PC Market that is Still a Long Way From Saturation. While the sub-$1,000 price category for home PCs has received much attention this year, In-Stat's home PC survey shows that most consumers plan to spend more than $1,000 for their next/first PC. In fact, nearly one-third of those surveyed plan to spend over $2,000 for their next/first PC. This is good news for PC OEMs because their profit margins on higher-priced models are better than on the sub-$1,000 models. MEATHEAD