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: Eddie Kim who wrote (56860)	8/6/1998 11:57:00 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

You should have invested that $1650 in Dell stock. Eddie, what's your point? Are you suggesting that there is no way Dell can offer a machine with a similar feature set at a comparable price? Maybe the practice of using middlemen and holding excess inventory allows Compaq to build a superior product with a much lower cost structure? Spend some time and re-analyze the Dell vs. Compaq operating model, associated cost structures, target customers and growth opportunities. Dell has not achieved 50% yr/yr growth by catering to the whims of the Eddie Kims of the world. The gap between business hardware/relationship requirements and the singular retail loyalty free once-every-four-years consumer box replacement cycle is still very wide in many, many subtle ways that the average Joe just can't comprehend, today, tomorrow or ever. Compaq will sell zillions of computers yet their profits will be continually compromised and their stock will be a lousy investment for a long, long, long, long time. Be smart. Understand why Compaq and Dell don't play in all the same spaces.... and buy Dell stock if you'd like some profits to pay for that Compaq PC many times over. MEATHEAD

To: Eddie Kim who wrote (56860)	8/7/1998 1:57:00 AM
From: JRI	Read Replies (1) \| Respond to of 176387

<<My Compaq Presario PII 300MHX machine - 64 Megs of RAM - 8.0 GB UltraDMA Hard Drive - 32x Max CD-ROM - 56K V.90 modem - Iomega Zip Drive - 2x AGP Graphics - ATI 3D Rage LT Pro - 17" monitor with JBL Pro Speaker and Telex Microphone - Aureal A3D Interactive 360 Sound - 2 USB ports and a MIDI/game port in the front - DFP Port - tons of software Cost me $1,650 before tax. Find me a Dell machine that is noticably cheaper, and like the average consumer I couldn't give a rat's ass if a Dell machine has a 8.4 GB hard drive (compared to the 8.0 that I got that I'll never fill) or the like.>. What does this have to do with my post to you? My point was that you can not buy "on-line" from Compaq (or direct, for that matter)... that's all....I know they make a good machine at a good price..No doubts there...

To: Eddie Kim who wrote (56860)	8/7/1998 2:02:00 AM
From: JRI	Read Replies (1) \| Respond to of 176387

P.S. In case you haven't noticed, the "average" consumer really isn't Dell's target market....not even on the consumer side.