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

To: Meathead who wrote (23043)	11/24/1997 10:20:00 PM
From: craig crawford	Read Replies (1) \| Respond to of 176387

<< 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. >> Interesting that you compare Dell to Microsoft and Intel. Does MSFT have any equal in the software industry? Nope. Total dominance... Does INTC really have any competition in the microprocessor industry? Nadda... something like 85% market share. Does Cisco have any worthy rivals in the networking industry? Don't think so. BAY/ASND/CS/COMS all have problems and are much smaller... Does DELL have any serious competition in it's business? YES! Compaq, who is almost twice as big. You said it yourself "substitute Compaq for Dell if you hate Dell but definately own one of the two boxmakers." You just helped make my point. There is no substitute for MSFT, CSCO, or INTC. There is a substitute for DELL. That is why DELL shouldn't be granted quite the same premiums that Wintelco enjoy. Don't expect to see WinDELLco anytime soon... (P.S. DELL is a fine company. So is the price)

To: Meathead who wrote (23043)	11/24/1997 11:26:00 PM
From: stephen wall	Read Replies (1) \| Respond to of 176387

Meathead, Meathead re: sub-1000pc. I found this in Bill Howard's column in PC Magazines current issue, December 16, 1997. I thought you would appreciate it. I quote the last 2 paragraphs: "As far as predictions or recommendations that proved themselves over time, the one that seems most solid is my advice about buying PC's. The best deal, I have always believed, is to buy near the top of the food chain-typically one or at most 2 levels down from the top-where you get the best combination of performance,value, and system longevity. 2 and a half years ago, for instance, when the top CPU was a 133-mhz Pentium, the smart buy for $2,500 was a 90-Mhz or 100-Mhz Pentium system with 16MB of RAM. Bargain humters could have gotten a Pentium /60 or Pentium/66 with 8MB RAM for about $1,500 then. Though the latter configuration would feel slow today compared with the current Pentium II CPU's, the then-top-of-the-line Pentium/133 would still be usable. Thats's why I''m worried about the success of the $1,000 PC's this fall. The price is right on these systems, but they're not going to look like such good deals in another 2 and a half years. That's the year-2000 problem I worry about." __________________________________________________ stephen