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

To: jbn3 who wrote (60526)	8/24/1998 2:30:00 PM
From: Lee	Respond to of 176387

Hi 3,..Re:You asked why a corporation would buy 100 equally configured machines from DELL rather than CPQ assuming that CPQ had a $200 price advantage over DELL I think the term Meathead and others use is total cost of ownership so it is my interpretation that a $200/PC up front cost advantage, assuming that would ever happen, still doesn't address the total cost metric that many businesses consider when buying in quantity. Another interesting measure is from this survey of notebooks by PC Mag. I'm sure we could dig up the same on desktops if required. zdnet.com Service and Reliability The consumer market is still a small segment of Dell's overall business and, as previously stated by Dell is targeted at 2nd or 3rd time buyers and/or knowledgeable users. Regards, Lee

To: jbn3 who wrote (60526)	8/24/1998 3:23:00 PM
From: The Phoenix	Read Replies (3) \| Respond to of 176387

jbn3, You need to clam down. We can chat like adults here - there is no need to question one's background. You have no idea who I am and should therefore meter your resonses accordingly. PC Magazine rated Dell #1 in consumer confidence. So what. Survey mean nothing and rarely predict the future. Valuations are built on future earnings...not surveys. You believe that consumers of business purchase DELL because businesses buy DELL. I'd like to understand your thinking here. I believe consumers are more price sensitive than business and they certainly don't get the quantity discounts that businesses do. You use DELL's growing market share a "epirical evidence" that DELL will conitinue to grow. Interesting perspective. You point to my ignorance in the PC market... I believe you show an equivalent ignorance of market dynamics. The patents you posted were quite interesting and the first REAL data demonstrating uniqueness. However, you went on to state that these were not really barriers. I have to tell you that after briefing through these "Patents" that I'm shocked that some were even patentable. I guess I can patent how I strap my watch onto my arm. Geez, now I'm getting contentious. I apologize, but I appear to be responding to your last post with an equal amount of contempt. As for your last post about market entry....Given the internet, product placement is pretty easy and inexpensive. All you really need is a good contract with a quality and ubiqutous service organization such as Anderson, Perot Systems, Olivetti, etc.. and you're good to go. Even so, I wouldn't expect a start-up to go after this market, I suspect the competition will come from existing players. You're assumption that DELL is untouchable is what is laughable. OG