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

To: Meathead who wrote (26497)	12/30/1997 1:05:00 PM
From: Jim Patterson	Read Replies (1) \| Respond to of 176387

The sub zero is now 36 % of sales to consumers up from about 8% at the begenning of the year. Consummers are 30% of PC Units, I think that is about 80 Million or so. That means that roughly 7 million sub zero PC's PC growth is up 15% to 80 million from 68 or 12 million units. 7 million units in the sub zero which is the fastest growing segment of the PC market. 12-7=5 Which one could imply that without Sub Zero, growth would be 7%. We know there is no posible way that that could ever happen in a market the grows like PC's That means that some people are buying sub zeros instead of higher cost machines. It also means that some are buying PC's that would not have bought at all. So Who is loosing sales high end sales to the sub zero market if dell is not. Is dell inpervious to this because of their business model ? Jim How is that for generalizing. I do not know everything about these comapnies. I am in the Investment business. All I care about is how the investment comunity will react to the events to come. Knowing all the nitty gritty details did not help the WDC share holders. Nore the TXN,MOT,MU,NVLS,etc I thought WDC was a short in may, shorted @ 30, 45, and 50(nice even number) After some pain And arguements like this one, I covered at 20. Average cost 37, That is a pritty nice return. even though it took a while. My generalizations may seem a little far fetched, But I thought the disk drive deal was cristle clear Just like DELL. Jim again

To: Meathead who wrote (26497)	12/30/1997 1:35:00 PM
From: Rio Jangada	Read Replies (2) \| Respond to of 176387

<It requires full time analysis to really understand what may or may not be happening.> Are you a full time analyst? Are DELL shareholders paying you? Just curious. I believe that Jim is right about a PC overcapacity situation developing and it is very much akin to the recent DRAM and DD situations. For example NEC is bolstering its capacity techweb.com and Korea can make PCs as well as components and they will likely be flooding the soon to be saturated markets. techweb.com How much will it cost DELL to have those expensive new plants in Texas run at half capacity or to have them and their workers sit idle should US demand slip just a notch? RJ