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

To: Satellite Mike who wrote (32876)	3/7/1998 8:07:00 AM
From: Phillip Crone	Respond to of 176387

Who would have thought that VCR's would be selling for $99 bucks. Not exactly a great example but maybe TV's are. We are in the midst of a product change from the traditional Tube to the High Def. TV and where 5 years ago a 32" tube was 1400 bucks or so, we are now looking at $499. I mentioned before that a huge barrier in the box makers way is a new chip from Intel that will actually excite the world, but more importantly than ever,,,,Windows 98 which may be blocked by the Feds at this point in time. Remember when Windows 95 came out, that is one of the reasons that all of the box makers have done so well the last few years, because have you ever tried to run Win 95 on a 486, pretty impossible to do. Well if Intel and Microsoft can pull off the same magic and create the "need" to move up to a higher platform chip and software then the box makers can have a stay of execution for a period of time. Until that time you can hear the profits squeeling out of the "E" part of the P/E. Companies are excited to be able to buy a fast 200 plus MHZ computer for under 1000 because they really don't "need" more horsepower than that in today's market because they are all using the same operating system and software that they have used for the past 3 years. Dell, CPQ, IBM, and HWP can make the bext box in the world, but in a practical standpoint, they don't need the best at this point. (except for a few applications of course).