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

To: Jim Patterson who wrote (36902)	4/7/1998 12:49:00 PM
From: Meathead	Read Replies (2) \| Respond to of 176387

I never said speed was NOT important. It's only a piece of the pie. ACPI, DMI, WuOL, UDMA66, AC97 compliance, CPU BIST, LPC DMA, SMI generation for lockout detection, International regulatory requirements, etc. etc. Things that don't make it into consumer boxes. These things are in higher priced chipsets, must be tested for robustness and that costs extra. Would it be worth it for a company to buy a blazing fast low cost PC that was not specifically designed and tested for a connected computing environment? What if that PC began dumping spurious packet bursts across the network impedeing everyones performance for several hours. Worse yet, it could bring the entire network down. It happens you know. Would that $1000 cost savings look good when tens of thousands of dollars of productivity was lost? It's happened to us and many others more than once because someone broke the rules. Point being, a 300Mhz consumer box is different from a 300Mhz business box. The business box contains more features and is optimized for network environments. It requires leading edge chipsets and more stringent testing and characterization. Speed is not everything... in the business world, reliability comes first. Fortunately, Dells sells both at the lowest price points. DELL must get a bigger portion of the new sales in a hugely price competitive market. What if Dell got the same proportion of new sales growth but continued to accelerate growth in existing markets by stealing market share??? You seem to forget there are two components at work here. 95% of the existing market belongs to someone else. If growth flattened to zero, there would still be tremendous potential for growth for a company positioned like Dell. Another thing you discount is the fact that the market is growing high and growing low. Most people can't seem to understand this... they think everything must always go in one direction... like a stock price. Fact is, the PC universe is expanding in several directions at once. Think about what that means in terms of opportunity. MEATHEAD