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

To: Bilow who wrote (45117)	5/28/1998 8:56:00 AM
From: Meathead	Respond to of 176387

Re: But Wintel workstations are going to be sold as a commodity at low markup There will be and currently is a huge opportunity for profits in this are while the transition takes place. Were talking at least 3 years. That OTHER architecture i.e. SUN will have to go out of business before WinTel Workstations margins erode to the point where desktops are now (not in absolute terms but relatively). There is still a huge disparity between pricing regarding these two distinct platforms. You should also be aware that these workstations will define the high end portion of the demand curve indefinitely, or until tech innovation ceases. This leading edge is where profits will remain strong. If you are predicting the demise of PC's, you not be looking at where technology is headed. Take RMBS for instance. Intel is not reconsidering, RMBS will be a defacto standard on their flagship chipsets within 12 mos. Better load up on RMBS stock while it's cheap. Are you aware of the quantum leap in speed and scalability RMBS offers up over SDRAM? Sounds like you may not be sure. Are you aware of what the Camino chipset will offer? The impact of this alone will be profound. Your views are probably correct, just 15 years too soon. MEATHEAD