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

To: Techie who wrote (47449)	6/13/1998 2:25:00 PM
From: Chuzzlewit	Read Replies (5) \| Respond to of 176387

Techie, isn't the Celeron processor Intel's latest incarnation of the Pentium MMX series? My understanding is that it is not intended to be a competitor of the Pentium II, and it is aimed mainly at first time retail buyers. If that's the case, I would think that it would be more of a threat to companies like Compaq which have squarely targeted that market. Another question: if, as I suspect, these all in one boards are not upgradable aren't they relegated to throw-away products, like disposable razor blades? One other point that I think may have been overlooked. Dell does very little R&D, relying mainly on the work of its value chain partners such as Intel. That means that there is little or no set-up or switching costs when moving from one processor or motherboard to another. If you couple that with the extremely low inventories (which Meredith expects to go to 4 days!!) you see virtually zero risk to Dell if they find that Celeron-based machines are either not selling or aren't as profitable as hoped. TTFN, CTC