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 : PC Sector Round Table -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (128)	3/21/1998 11:17:00 PM
From: Pierre-X	Respond to of 2025

Re: Dell Good to see you here, Michael. You said: ...their rapid inventory turnover has worked great for them in a market of crashing component prices. That's a very, very good point. Their last few quarters must have benefited greatly from this effect vis-a-vis the other box shops. You said: ...only so many Packard-Bells and Apples whose bones you can pick to make your growth. And AST, and Acer, and Gateway, and Micron ... I look for their aloof refusal to participate in seg-0 to catch up with them in the next couple of quarters, as non-computing America increasingly joins the ranks of PC-enabled with low-cost -- and therefore low-risk -- machines. Power machine buyers are pretty much an upgrade crowd, and they're not budging without a compelling app ... Dell seems quite the Intel/Microsoft stooge these days, what with their testimony on behalf of MS, and their refusal to touch the competing x86 chips. Three of my last four machines have been AMDs. Not to say I'm bullish on AMD as a company. They're about the only tech shop to have their problem -- unable to meet demand ... Re: MU SDRAM is cheaper than EDO DRAM now ... ! And none of it from MU, as fas as I know ... God bless, PX