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

To: Bill Murphy who wrote (32796)	3/6/1998 7:36:00 PM
From: Jeffrey Chan	Read Replies (1) \| Respond to of 176387

Bill, I want to buy a PC now. I can buy from Dell or CPQ, of course. You are suggesting that I would buy from Dell even Dell's price is higher. Or you are suggesting the business would go ahead buying the more expensive PC from Dell for the same model as CPQ's, if Dell would not response the price cut from CPQ at all. /Jeff

To: Bill Murphy who wrote (32796)	3/6/1998 7:43:00 PM
From: Eddie Kim	Read Replies (1) \| Respond to of 176387

Don't own any DELL..wish I did right now considering a I own a ton of CPQ. Nevertheless, it seems obvious to me that DELL will eventually be effected by the tech slowdown. Maybe not this month or next, but eventually DELL has to feel the squeeze. This just makes common sense if you look at it objectively and try to forget that DELL at this moment looks invinceble. North American sales are slowing...sooner or later DELL sales will be effected as well. Also saying that the coming pc price war will not in some way effect DELL is ridiculus. -Eddie

To: Bill Murphy who wrote (32796)	3/6/1998 9:43:00 PM
From: AlanH	Respond to of 176387

"Dale, I'll take 'Rack Mounts, $800PCs and Press Releases' for 500" Is the confidence that Dell exudes due to a market-space transition, not just an effective business model? Is Dell strategically positioning a pronged approach which leverages current business, while directly attacking the high-end (eg., clustered server) corporate market? Consider the direct, swift response from Michael D on servers; recent patents which are geared toward multi-node, high-availability equipment; Intel innovations which are directly targeted toward "big-iron" displacement; the prize. If so, can this be done seamlessly (without an earnings hiccup)?