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

To: Jim Patterson who wrote (26487)	12/30/1997 11:17:00 AM
From: vip	Read Replies (2) \| Respond to of 176387

Jim: You keep comparing DELL with MU. They are two different things. DELL has a super management team, their execution style is superb whereas MU had trouble with its management team( the ceo resigned then they named interim ceo and then again changed etc... all these happened when their stock was skyrocketing...then came the crash along with its mgmt team...) Regards, vip

To: Jim Patterson who wrote (26487)	12/31/1997 1:34:00 AM
From: Xplorer	Respond to of 176387

Jim, I think you make a good argument, but I do think there is a small thread tied in with DELL. Alot of people, not all but alot, are buying their first computer with the thought of getting on the net. The other home uses are somewhat secondary. Thats where the 1K or less computers are going to fit in and this is tied in with DELL and the other box makers. This group of people have not learned enough about computers to apply other uses and still look at it as a fancy toy. A fancy toy with other uses in the future and given the lower entry price now are attracted to the prospect. For some it will be set aside with their other toys but for others it will be the begining of a new friendship with the computers as they struggle with the process. They will buy more computers, for the most part a year or so later. This is the thread. A simple PC/TV box could sort-circuit this lead in by allowing them on the net thereby quenching the interest in the net and not giving them a taste of the other aspects of the computer. This could happen every time they buy a 200 dollar TV. It was a nice couple of days for DELL. Thanks Steve.