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

To: Jack T. Pearson who wrote (46545)	6/7/1998 9:51:00 AM
From: Techie	Read Replies (2) \| Respond to of 176387

Not exactly. You are confusing ASPs with PRICE PER MB for HDs or MHz etc. This has nothing to do with the ASP which had NOT declined at all either for Dell or for Intel until very recently. As to the rest of your comments, can we be a little more specific? Which Microsoft (or other) application that's in the pipeline will require anything more than a 233-266MHz machine with 64Meg memory? And please state them individually with your view of how much of what they would require. When is voice recognition and streaming video coming and what's the resource requirements for these? How and why would the average corporate user need them? Would the consumer (average Joe, not the nerd) need it and for what? How much HD and how much RAM did you get? What size monitor? Yes, a 3 year replacement cycle was the norm historically. But now we have come to a point where we don't need to upgrade. This is why corporations are buying less powerful PCs than the enthusiasts at home. As a matter of fact, many corporations are opting for NCs because of the cost involved in managing powerful desktops running various configurations. Stay tuned for more on this in the coming weeks... You are right about Dell needing to expand the server & workstation side of their biz in order to survive. But they have only managed to play at the VERY LOW END of the Server market. They don't have a single server installed at the enterprise level. And the trend once again is moving towards more centralized vs distributed here as well and people are buying the higher end servers. IBM stated they installed 150 SAP systems on 390s and all of them moved from Unix to mainframe. Why? Because it's easier and less costly to manage a database from a 390. Oh, if you don't believe me ask anyone who listened to IBM at Paine Webber this week. Cable modems or ADSL modems, yes consumers would use this and I believe a vast majority of us would get them eventually. But by then (not initially, when it becomes mess market) these won't be any more money than your 56k today. AAAAND your coporate user (what 85% of Dell's custs?) don't need them. Flat Panel as I stated would be a winner and I'm not sure corporate users (or me for that matter) have a use for DVD. I don't even use my CD-ROM unless I'm installing something. Dell is a great company but they are facing some difficult times. MOT & TXN were great companies too. Hell, Intel couldn't do wrong 18 months ago and they can't do anything right today. Instead of blind cheerleading we should open our eyes and examine the facts.