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

To: Jim Patterson who wrote (26678)	1/1/1998 5:48:00 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

Re: Does this mean that CPU can make machins that DELL can't make ? Wow, I would think this would be simple for the almighty. No, it's mainly a configuration game.. you do research stocks a little more in-depth athan hardware I hope. Have you seen the CPU systems up close and personal??? Have you looked under the hood?? never mind, you wouldn't know what to look for. Gee... maybe Dell has decided to avoid the Trident chipset because of its weak performance characteristics or the fact that it does'nt support AGP. There are numerous hardware differences and experienced users know this... newbies such as yourself don't... they buy on price only and bring the organization down with tech support nightmares. I don't want Dell in this space until and unless they have no choice. I suppose you buy automobiles based strictly on engine horse-power ratings<gggg>. If you understood the size and scope of the market, you might come to understand that there is no reason to be in that space right now. This is why Dell pays big bucks to top management minds to make the right decisions at the right times. I'm sure you know better though. Do you think Dell is avoiding the low end because a) They can't figure out how to design a de-featured system b) They can get P2 300's cheap but not P2 233's c) Other PC mfgrs who buy much lower volumes somehow have a price advantage so Dell can't compete on price d) They can make more money targeting businesses and 2nd time buyers Why oh why are they avoiding this segment? Let's see... you're short the stock so you would applaud a product mix move away from servers, workstations and mid-high end desktops which have unlimited upside potential for a company in Dell's position. Use your head, get some facts and try to think like a business for a moment. Dont invest based on your superior insight as to all the mistakes you think Dell is making. This is why your logic is backwards and your intentions transparent. No I have'nt seen the commercial. You didn't get the exact spec's did you? Pretty brilliant of them not to update their website. Must be a strategic tactical decision. I'm quite sure that given Intel's recent $150 price drop on the P2 233s...given Dell's inability to turn inventory, it'll be many weeks before we see an equivelant price cut<gg>. Quiz: As a percentage of WW sales across all segments in Q4.. approximately what percent of machines sold were sub-zero? Let's see if you can figure this out without my help. cheers MEATHEAD

To: Jim Patterson who wrote (26678)	1/2/1998 2:15:00 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

Jim re: I just say the 233 II and the $1,299 price tag. Did you really see the comercial that I saw about an hour or so ago ? Could this be a new offering from CPU because of the INTC price cuts ? Could this machine be competition for Dell ? I know, nothing can compete with the almighty DELL ;) Just got back from CompUSA after lunch. The salespeople want some of what you're smokin regarding CPU's $1299 PentiumII 233Mhz system. Are you sure you know what you saw or is your intent to deliberately spread mis-information?? MEATGEAD