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: rudedog who wrote (35011)	3/20/1998 11:42:00 AM
From: SecularBull	Respond to of 176387

>>Dell should have an advantage. I wonder if Intel is helping dell to bust CPQ for using K6, it's the kind of thing andy would do.<< DELL will have an advantage. It's exactly the kind of thing that Grove would do. INTC loves DELL (and why shouldn't they?!?!?!).

To: rudedog who wrote (35011)	3/20/1998 12:51:00 PM
From: Jim Patterson	Read Replies (5) \| Respond to of 176387

re: <<You're right, if PII prices get anywhere close to older stuff then price pressure on CPQ IBM etc will increase. Dell should have an advantage. I wonder if Intel is helping dell to bust CPQ for using K6> Here is a better question, INTC's top of the line chip is now only $500. will the $200 price drop that DELL will pass on immediatly have an impact on their precious ASPs ? I think this latest Price cut may be very difficult for DELL to over come. Yes they may sell more machines, but mragins are dictated by APSs. I await your comments Jim