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

To: rudedog who wrote (48321)	6/20/1998 2:47:00 PM
From: Techie	Read Replies (1) \| Respond to of 176387

Rude, Intel has made it very clear during the last few months that they will go into the low end market big time. This is just one article that shows their game plan to compete in the low priced PC market. The fact that they are competing tells us the market is big enough to matter. What exactly made you think they were doing this for the embedded market only? I didn't see embedded mentioned in the article, but I did see the word PC more than once. Perhaps you don't think these CPUs are powerful enough but believe me lots of folks do. Let me ask you this, in your opinion which segment of the PC market is growing the fastest? The market moving towards cheaper PCs does have an impact on every PC OEM including Dell. Maybe all of this had something to do with IDC lowering their estimates to 9%. Or maybe they lowered it because they felt unit demand is shrinking, in which case: less units * lower ASPs = a lot LESS Revenue * same margin = a lot less net