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

To: Chuzzlewit who wrote (63316)	9/2/1998 5:43:00 PM
From: jhg_in_kc	Read Replies (1) \| Respond to of 176387

Chuzz, re INTC started an ad campaign with the phrase "Intel Inside" in an attempt to distinguish itself from its competitors. Is it not possible that someday to our surprise we may look back on Dell and say something similar. That Dell had an ad campaign on "Be Direct. Buy Dell" in order to stand out from its competitors when in fact the competition's products were indistinguishable from Dell's when you came right down to it. I know we've had a discussion like this before. BUt this is a worry that nags at me from time to time. pS you were noticeably absent from the thread during the day of the panic. Can you share some thoughts on how you handled that worrisome day? regards, jhg

To: Chuzzlewit who wrote (63316)	9/2/1998 6:51:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

<--OT-->You want to see arrogance???? Hi Paul: Intel arrogant you say, I beg to differ.If you want to see arrogance look no farther than that Jerry dude over at AMD, him and his chauffeured driven Rolls Royce [not now,shareholders saw to it that he got off of this gravy train] while the stock-holderds were losing their 'you know what',while Andy Grove was sitting in the cubby-hole with the troops,I don't think that is arrogance. 'Intel Inside' I think was one of most successful marketing campaigns that came along the pike in a long time. Sure, they decided not to enter the low end of the market in the beginning and that shouldn't be considered as arrogance, perhaps it was a calculated risk they took on account of low profit margins,a marketing strategy which later found out to be not a wise one thereby quickly changing the decision and entering the segment with Celeron.I don't know why this has anything to do with arrogance,a flawed strategy at worst.Isn't that what a successful company is supposed to do,I mean take calculated risks and admit when they are wrong and then take steps to correct it ? Another example would along this line would be the 'New Coke'.<g> If Intel's initial decision not to enter the market is equated with arrogance then, to be fair, should we not also accuse Dell of arrogance for not entering the sub-zero segment while others have embraced it?????? I abhor that guy Kurlack also not because of his negative opinions on Intel but his insistence on coming out every three weeks (or so it appears) and repeating himself with what intentions I don't know but it certainly looks suspicious and might be easily construed as intentional market manipulation for personal gain.He knows he carries some clout and can move the market and uses it not sparingly but frequently and that to me is arrogance,perhaps a good business strategy for ML and him personally but still arrogance. So here are two examples of pure and unadulterated ARROGANCE in my opinion,I of course realize that I could be wrong. 1.My man Jerry 2.My man Kurlack Intel,naaaaaaah not compared to these two. Anyway that is my story and 'am sticking to it until someone convince me otherwise.

To: Chuzzlewit who wrote (63316)	9/2/1998 7:02:00 PM
From: stock bull	Read Replies (1) \| Respond to of 176387

Chuzzlewit, can you give me your views on whether or not we are heading into a full blown bear market...down 25 to 50%? Are we going to retest the recent lows, and then rally? Regarding Dell, is it wise to sell the stock before the split, and buy back after, or sit tight and do nothing? I know that you don't have a crystal ball. However, your educated guess will be fine. Thanks, Stock Bull

To: Chuzzlewit who wrote (63316)	9/2/1998 7:48:00 PM
From: divvie	Respond to of 176387

I think INTC thought they had no choice but to ignore the sub 1000 market because their whole model was built upon the fact that the demand for more powerful chips would be sustained. They pay for the enormous R&D and FAB costs by introducing ever more powerful chips at huge margins knowing that, until recently, the demand would be there. They could then reduce the cost of the prior chips and keep demand up there. With AMD and Cyrix nipping at their heels before the emergence of the sub 1000 market, all INTC had to do was reduce the price of the slightly older chips and the competition taken care of. However, by the time the chips hit around 233MHz, most users found that they did not need any more power. INTC had already embarked upon a more costly Slot1 (and now Slot2) design with integrated L2 cache, meaning they could not produce chips cheap enough to compete against the elegantly designed K6 etc. Their solution was a castrated PII sans L2 cache. K6 was already cheap enough to sell in PCs with L2 cache on the mother board. This ruins the perpetual cycle that INTC was once on. INTC's other problem is that they have no chips for the embedded processor market. These are typically cheap ($30), powerful, low power consumption RISC chips from Hitatchi (SH2, SH3, SH4), ARM, DEC (StrongARM licensed from ARM), NEC and Motorolla. However, as part of a settlement with DEC over a lawsuit involving the Alpha, INTC got the rights to license the StrongARM technology. We shall see what they do with this.

To: Chuzzlewit who wrote (63316)	9/2/1998 10:06:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

<-OT->How is this for EGO? Skinny DuBaud's CEO ego poll,guess who is the winner? news.com