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

To: Bilow who wrote (47599)	6/14/1998 11:29:00 PM
From: SecularBull	Respond to of 176387

Mr. Bilow, your points make the assumption that the market share of all PC makers is static, and that a fall in overall growth means a fall in the growth of all manufacturers. Of course, your point is flawed, and is designed to support your flawed argument with Meathead. Unfortunately, once the point is exposed as poorly tought-out, your argument is gone as well. I think Meathead's concession to you was (of course) sarcastic. He simply did not want to continue to have an argument with someone who didn't care to deal in facts or specific knowledge about companies, but would rather make generalizations about the industry as if they applied to each company without exception. I'm sorry that you haven't made the choice to learn from Meathead. LoD

To: Bilow who wrote (47599)	6/14/1998 11:56:00 PM
From: Meathead	Read Replies (2) \| Respond to of 176387

Bilow, your posts carry a little more weight than some bears (I don't know why, maybe cause I'm partial to electrical engineering opinions). Your prognostications are decidedly bearish on just about everything. You say the PC industry is finished in 99 and workstations in 01. I think that is a completely ignorant, if not asinine prediction (no offense), but that's just my opinion. As a retired engineer, you are now officially disconnected as to what's happening in the trenches. And, since you do not work for a PC company, dealing with marketing and analyzing market trends and demands on a real time basis, you are further disconnected. I too believe that basic PC functionality costs will hit magically low numbers but stabilize in the $300-$500 range within the next few years. I just think you are way ahead of yourself and your timing is off on your predictions. Just because someone decides to hit that price doesn't mean the device will be suitable for market acceptance. Furthermore, you suggest this is the death knell for the PC business. On that I couldn't disagree more. At best, over the next few years, these types of systems will open up new markets in very poor countries including the underpriviliged segment of our society. Anyway, we have not seen this $299 box yet. A black and white monitor sounds really appealing. Why not just use your TV (internet terminals have been at $99 for over two years) I'm sure the rest of the components are high quality as well. If you want to use really really cheap stuff, you should be able to get price points even lower. These are not traditional mainstream desktop PC's however. Circumventing the real cost issues by using a B&W monitor? That's really scraping the bottom of the barrell. You pointed out that a chassis/PS only cost $22. I pointed out the fact that when you add up all of the components, you still hit $800. That was the crux of the original debate. I have no problem admitting when I'm wrong. Time will tell on this one but I'm betting that there will continue to be a strong and profitable market at the high end and Dell will be the leader. MEATHEAD