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

To: Meathead who wrote (23605)	12/1/1997 1:01:00 AM
From: Doug Fowler	Read Replies (3) \| Respond to of 176387

Meathead: I love the way prices keep dropping - Dell just dropped the price of its gorgeous Inspiron 3000 13.3" TFT, 233 MHz notebook from $3899 to $3399 - that is going to hurt the competition. Also, I didn't say that Dell HAS to compete in the home market - but the prices in the home market are going to affect prices everywhere else. Infoworld (in an article about a month ago) talked about how corporations will be buying $800 PCs come early first quarter 1998. These PCs won't have every bell and whistle, but will be Pentium 200s with 16M or 32M RAM, a network card, sound, maybe CD-ROM, etc. When a corporation can get 95 percent of what it needs for $800 plus a monitor, will it pay $2000 for 100 percent of what it needs? Yes, PC prices have always dropped, but they have been replaced with faster PCs at similar prices, especially in the Dell model. This has changed DRASTICALLY in the past six months, as we have seen the introduction of new, slightly older technology-based machines as prices never before seen. Dell will figure out a way to deal with this, but they will need a miracle to do so at the revenue and profit growth rates from the past two years. Doug