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.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Yougang Xiao who wrote (49982)	2/18/1999 1:36:00 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 1570649

I don't think Dell needs to jump ship to offer a Sub-$1000. Intel will gladly sell them a Celeron, cheap. The ramifications of Dell going sub 1000 cut much deeper however. Especially if Dells fortunes predict Intels fortunes. The cracks in Intels segmentation strategy are beginning to show. Jim

To: Yougang Xiao who wrote (49982)	2/18/1999 3:21:00 AM
From: Apex	Respond to of 1570649

""Dell Weighs Strategy of Offering Computers Priced at Under $1,000"" This would be interesting...keep in mind, you get what you pay for. Apex

To: Yougang Xiao who wrote (49982)	2/18/1999 6:23:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 1570649

Yougang - Re: "Will this signal Dell's jump of ship to K6x for sub 1k machine OR help intel regain the low end market share by using Celeron only?" Look for DELL to be one of the early adopters of Intel's integrated Whitney Chip set - with on-chip graphics and possibly other multimedia functions. Coupled with low cost Celerons with on-chip L2 cache, Dell will be in the sub $1000 PC business while maintaining excellent margins. Look for this happening in late Q2 or thereabouts. Paul