Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: XoFruitCake who wrote (33612)	3/10/1998 2:32:00 PM
From: XoFruitCake	Read Replies (4) \| Respond to of 176387

I just checked Dell's web site and a equivalent dell XPS D300 with 64M Sdram, 17" monitor, 56K, 4.3G ultra DMA drive, 56K modem is $2327. Gateway G6-300 with 32M is $1,999 and Dell XPS D300 with 64M is $2327. Would Dell need to cut it's price on the PC to compete with Gateway and others? If so, how would this affect the margin and unit volume (and hence the profit)? mw

To: XoFruitCake who wrote (33612)	3/10/1998 3:31:00 PM
From: SecularBull	Read Replies (2) \| Respond to of 176387

IMPORTANT: DELL's 300 mhz/64MB SDRAM/6.4GB-HD/32xCDRom/100MB Zip/17" Monitor/4MBvideo sells for $2,399 (according to the March 1998 Business Catalog), $400 more than Gateway. Yet it outsells Gateway. Why? Gateway's product is designed and pitched to the consumer, not the business customer. Gateway clearly has the best advantage over the other box makers in the war to beat DELL. The way to grab market is to drop your prices significantly, yet Gateway has incrementally lowered prices as components became cheaper, passing on margin and component cost savings to customers. Obviously not a strategy to crush DELL, but rather to stay alive by making the cut as a top-tier box maker through maintaining market share. The jury is still out on whether or not they can make it work. (Too bad that Ted Waite has such an ego that he didn't take the last buyout offer. He did his shareholders a tremendous disservice.) DELL will always be able to undercut the competition (if necessary to maintain market share), including Gateway. DELL's volume of business with its suppliers far out-strips Gateway's muscle with the same vendors, thereby allowing DELL to undercut even GTW. If you're INTC, who are you going to make your deals with, DELL or GTW? DELL hasn't seen a lower demand problem, and therefore has not seen the need to lower prices, yet. If there was one company in the PC industry that had an up-to-the-minute reading on industry demand, it would be DELL. DELL will lower (if necessary) prices when it sees the need to do so. DELL doesn't need to forecast out 80-90 days (of channel inventory) to see demand. They see demand as it happens, on a daily basis. The fire-sale PCs "in the channel" are all that CPQ is interested in getting sold. They do not seek (although they wish they could) to deal a death or crippling blow to DELL. They're digging themselves out of the hole first. Their problem is not specifically that DELL is eating up their market share, but that they're apparently unable to forecast their market share into the future. I think that this is symptomatic of their underestimation of the effects of DELL's growth relative to their own. I said early last week that DELL was the #1 box-maker, and that the numbers just had not caught up yet. Now, it appears that that statement may be very accurate. CPQ will do well to maintain their current unit volume when they finally get out of the hole.

To: XoFruitCake who wrote (33612)	3/10/1998 7:12:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

'DELLicious deals'. Here is some information of Dell's pricing that I got from DELL. ------------------------------------------------------------------ ----Original Message----- From: subscription@dell.enlist.com <subscription@dell.enlist.com> Date: Tuesday, March 10, 1998 4:47 PM Subject: Dell DirectNews - Special Offers! >Dell(r) DirectNewsÿÿÿÿÿÿÿÿ Home and Home Office Editionÿÿÿÿÿ March 10, 1998 ====================================================================== -------------- DELL DEALS IN THIS ISSUE ------------------------ THE NEW DELL DIMENSION XPS D333 DESKTOP OFFERS YOU THE ULTIMATE IN PENTIUM II PROCESSOR PERFORMANCE FOR ONLY $2,299! - A power-packed system that won't break your bank. THE DELL INSPIRON NOTEBOOK, INCREDIBLE PERFORMANCE AT A REMARKABLE PRICE! - The customizable machine with lightning-fast performance at an amazing value. THE HP SCANJET 5100Cse PARALLEL SCANNER MAKES SCANNING EASY FOR ONLY $299! Easy installation, high-quality images, great price. ÿ SUBSCRIPTION INFORMATION ÿÿ - How to subscribe or unsubscribe through Dell DirectNews. ====================================================================== THE NEW DELL DIMENSION XPS D333 DESKTOP OFFERS YOU THE ULTIMATE IN PENTIUM II PROCESSOR PERFORMANCE FOR ONLY $2,299! Now you can definitely get all the power you need at a price you can afford. The Dimension XPS D333 uses some of the most powerful feature-oriented technology going to keep your critical applications operating at peak performance. Plus, you'll get additional high-end features at prices that don't come along everyday, like: -- 333MHz Pentium II processor -- the fastest Intel processor currently available -- 64MB SDRAM Memory -- bursts data twice as fast as EDO Memory -- 6.4GB Ultra ATA Hard Drive (9.5ms) which has ample storage for critical data 1000LS 17" Monitor (15.9" v.i.s.) to get the big picture -- For a complete configuration see below THE NEW DELL DIMENSION XPS D333 -- COMPLETE CONFIGURATIONÿÿÿÿÿÿÿÿÿÿÿ -- 333MHz Pentium II processor -- Mini Tower Model -- 64MB SDRAM Memory -- 512KB Integrated L2 Cache -- 6.4GB Ultra ATA Hard Drive (9.5ms) -- 1000LS 17" Monitor (15.9" v.i.s.) -- STB nVidia 4MB AGP Video Card -- 32X Max* Variable CD-ROM Drive -- Integrated Yamaha Wavetable Sound -- Altec Lansing ACS-90 Speakers with Subwoofer -- 56K Capable U.S. Robotics x2 WinModem (LL4) -- NEW Microsoft Home Essentials 98 with Money 98: McAfee VirusScan -- Microsoft Windows 95 and Internet Explorer 4.0 -- NEW Dell QuietKey Keyboard - MS IntelliMouse -- 3-Year Limited Warranty (LL3) with 1-Year On-Site Service (LL1) ÿÿÿÿ JUST:ÿÿ $2,299 Dell Personal Lease Price:ÿÿÿÿ $112 (LL2) Order Code:ÿÿÿÿÿ 500219 * 32X Max./14X Min. VALUE-ADDED UPGRADES: -- 1000TX Trinitron monitor (.26dp), add $99 -- Altec Lansing ACS 295 speakers with sub woofer, add $59 -- Turtle Beach Montego A3D PCI sound card, add $69 -- DVD-ROM and Decoder Card, add $199 (requires Turtle Beach sound card) -- Comfort Key Keyboard, add $19 TAKE ADVANTAGE OF THIS HOT PRICE AND ORDER TODAY! All those features for just $2,299! What are you waiting for? To order the powerful Dell Dimension XPS D333, visit dell.com or call us today at 1-800-821-3355 and mention keycode DDN05 and order code 500219 for faster service. ====================================================================== THE DELL INSPIRON NOTEBOOK, INCREDIBLE PERFORMANCE AT A REMARKABLE PRICE! Get your hands on the latest, feature-packed Dell notebook -- the Dell Inspiron 3000 M266XT for only $2,699. This customizable notebook delivers amazing performance at a very affordable price. Here are just a few of the power-packed features you can count on with the Inspiron 3000: -- Intel's fastest mobile Pentium Processor available today, the 266MHz with MMX technology -- 3.2GB Ultra ATA Hard Drive transfers data up to twice as fast as ATA (normal) hard drives in burst mode -- Zoom Video and USB Ports to add the accessories you desire most -- For a complete configuration see below THE NEW DELL INSPIRON 3000 -- COMPLETE CONFIGURATION -- 266MHz Pentium Processor With MMX Technology -- 13.3" XGA Active Matrix TFT Display -- 32MB SDRAM Memory -- 512KB L2 Pipeline Burst Cache -- 3.2GB Ultra ATA Hard Drive -- Modular Bay accepts 24X Max.* Variable CD-ROM, 3.5" Floppy Drive (both included) or Optional 2nd Li-Ion Battery -- 128-bit Graphics Accelerator with 65K Colors at 1024x768 -- Zoom Video and USB Ports -- Stereo Speakers with 3Dÿ Surround Sound and Yamaha Software Wavetable -- Smart Lithium Ion Battery -- Cardbus Ready / Fast IR 1.1 -- MS Office 97 - Small Business Edition -- Microsoft Windows 95 -- Microsoft Internet Explorer -- 6.9 Pounds/Touchpad -- Extendible One-Year Limited Warranty ONLY:ÿÿ $2,699** Dell Personal Lease Price:ÿÿÿÿ $131 (LL2) Order Code:ÿÿÿÿÿ 800329 * 24X Max./10X Min ** System weight includes floppy drive or CD-ROM in options bay UPGRADE -- Upgrade to a 4GB Ultra ATA Hard Drive, add $99 -- 64MB SDRAM, add $199 -- Deluxe Nylon Carrying Case, add $99 -- 2nd Modular Smart Lithium Ion Battery, add $169 -- Additional upgrades and a wide range of accessories including modems, keyboards, carrying cases, spare batteries, port replicator, and more, are available at great savings. TAKE ADVANTAGE OF THIS HOT SPECIAL AND ORDER TODAY! Work with a trained Dell Sales Rep by calling 1-800-821-3355 and mention keycode DDN05 and order code 800329 for faster service. Or order your Inspiron online at dell.com today! ====================================================================== THE HP SCANJET 5100Cse PARALLEL SCANNER MAKES SCANNING EASY FOR ONLY $299! Whether you're a scanning amateur or an old pro, the HP ScanJet 5100Cse delivers the high-quality images and results that you would expect. Like 24-bit (16.7 million colors) color recognition and 600 ppi optical resolution. Now in just one simple step you can optimize color photos. And black-and-white line art and logos can be scaled infinitely since text is captured accurately and ready for editing. Plus, there's no more readjusting your page formatting since it remains intact just as you scanned it. Best of all, the HP ScanJet does all this automatically! So whether scanning business-related items for your work or scanning family photos to e-mail, post on the Web, or fax to friends, this is the one achine that does it with ease. MAKE YOUR SCANNING EASIER AND ORDER TODAY! To get your new HP ScanJet 5100Cse for only $299, simply visit dell.com or call 1-800-821-3355. ====================================================================== SUBSCRIPTION INFORMATION -- ADD OR REMOVE YOUR NAME FROM OUR MAILING LIST. To Subscribe - Please send an email to: subscribe@dell.enlist.com You may leave he subject and body blank. To unsubscribe - Reply to this email with "REMOVE" in the subject field or send an email to:ÿ unsubscribe@dell.enlist.com You may leave the subject and body blank. ====================================================================== LEGAL LINES Prices and specifications are valid only in U.S. and are subject to change without notice.ÿ (LL3) For a complete copy of our Guarantees or Limited Warranties, please write Dell, One Dell Way, RR1 Box 12, Round Rock, TX 78682.ÿ (LL1) On-site service provided by an independent third-party provider and may not be available in certain remote areas. (LL2) Personal Leasing arranged by Dell Financial Services L.P., an independent entity, to qualified customers; amount of monthly lease payments above based upon 24-month lease. All above monthly lease payments exclude taxes which may very (for example, Hartford City, IN sales tax: $5.60/month). Shipping costs due with first payment; no security deposit required; subject to credit approval and availability. Lease terms subject to change without notice. (LL4) x2 products are capable of 56kbs downloads. Due to FCC rules that restrict power output, however, current download speeds are limited to 53 kbs. Dell PowerEdge, Dell Inspiron, QuietKey and Dell Dimension are registered trademarks ofÿ Dell Computer Corporation. Intel and Pentium are registered trademarks of Intel Corporation. Microsoft, Windows and IntelliMouse are registered trademarks of Microsoft Corporation. Other trademarks and trade names are the property of their respective owners. (c) 1998 Dell Computer Corporation. All rights reserved.