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

To: Lee Lichterman III who wrote (46627)	6/8/1998 12:57:00 PM
From: Jack T. Pearson	Read Replies (2) \| Respond to of 176387

L3_aka_L3, If chip makers are struggling for the next 18 months. How will they afford to upgrade fabs and spend R&D money for new chips which in turn drive demand for a faster PC. I am not an expert on chip production. But I believe that if the technology is available to make faster chips, or to increase yield (which lowers the cost per chip), those who choose not to upgrade risk loosing market share to those who do upgrade. Furthermore, I suspect that if a company falls behind in the upgrade cycle by 3-6 months, they will have lost forever the opportunity to profit on that upgrade cycle. Unless the software pushes PC limits, there won't be any self initiated upgrades in production of faster machines would there? This is true if everyone is satisfied with the performance of their current applications on their current PCs, and there is no interest in moving applications off of higher priced Sun, IBM, HP, and DEC workstations and servers. I have read several opinions that few people need anything faster than 133Mhz, 166Mhz, 200Mhz, 233Mhz, 266Mhz (number has increased over time). I believe many people have a tendency to assume that what satisfies their needs will satisfy most other people's needs. Dell has very good information on what people really need. Most of the people posting on this thread, including me, don't--we just act like we do. Respectfully, Jack