Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: BUYandHOLD who wrote (23653)	11/30/1997 5:41:00 PM
From: hpeace	Respond to of 176387

dell cannot make a sub 1k home sell... it's almost impossible unless you cheat.

To: BUYandHOLD who wrote (23653)	11/30/1997 6:10:00 PM
From: Meathead	Read Replies (3) \| Respond to of 176387

Charles - Dell is not really even on the radar screen in terms of home sales. In Q3, they sold 1.2M systems worldwide. Out of that, ~50,000 were to home users... so what's that, about 4%? Dell's strategy is brilliant. Go after the exploding high margin Wintel server and workstation business while it's young and ripe. Estabilish yourself as #1 in this area before too many get a foothold. Many of the uninformed think they are going to get their clock cleaned by avioding the bottom of the home segment. My assertion is, well, theyr'e uninformed. MEATHEAD

To: BUYandHOLD who wrote (23653)	12/1/1997 12:48:00 AM
From: Doug Fowler	Read Replies (2) \| Respond to of 176387

Charles: My point is that if people can buy complete (albeit basic) systems for $500, that is going to affect the entire PC food chain. Dell seems to think that people buying these systems will upgrade 18-24 months down the road to more powerful Dell systems. That may happen, but not at a price that is four times what they paid for their first system. Dell (and everyone else for that matter) will have to satisfy themselves with MUCH lower prices than they are accustomed to getting. Doug