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To: Mary Cluney who wrote (48280)	2/20/1998 3:18:00 PM
From: Ibexx	Read Replies (1) \| Respond to of 186894

Mary, Re. it was getting boring around here. Boredom isn't bad--considering the alternative. Ibexx

To: Mary Cluney who wrote (48280)	2/20/1998 3:41:00 PM
From: MulhollandDrive	Read Replies (2) \| Respond to of 186894

Mary,regarding the consumer part of the PC market, while true that the margins are much lower, I think the consumer PC market could very well be the driver of the next chip cycle. For instance, once you've established the previously untapped market with the sub-1000 machines, what do you suppose will happen once the learning curve has been driven down? You won't be getting live video or voice activation on those machines, so the next upgrade cycle seems a given. bp

To: Mary Cluney who wrote (48280)	2/20/1998 8:18:00 PM
From: Mohan Marette	Respond to of 186894

[Dell did not sell one unit for less than $1000.00, nor did Gateway] Well Mary,make that a little over 2000 bucks. 'Whadya' trying to short-change DELL ? As a share holder of Dell, I resent any comments about DELL that can be construed as being 'cheap'.<gg>

To: Mary Cluney who wrote (48280)	2/21/1998 8:43:00 PM
From: Paul Fiondella	Respond to of 186894

Dell sells at the $2000 price point But other studies have shown that most box manufactures were averaging at a $1200 price point. Dell did not embrace the sub $1K market, thus its average selling price was higher. But that is a telling point and lets look at it this way. What if Dell is selling mostly into the corporate server market. Could it be discounting high end PII systems to that market and grabbing sales? The only evidence I can cite is anecdotal. You may have noticed that PII 300's were quoted at the $2K mark retail in Q4. They are now going at under $1500. That reflects the general decline in Intel prices to box manufacturers. Did Dell get a deal in advance of the other box companies based upon Intel exclusivity? Did they in turn offer their PII 300 boxes at a discount to the average PII-300 market price in Q4? It makes for an interesting question. Anybody from the Justice Department out there reading these posts?