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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: Bilow who wrote (2456)	2/27/1999 7:19:00 PM
From: JRI	Respond to of 2578

Carl- I believe that that data refers only to 20% of the total market (U.S. retail only)....and does not include sales by Dell, Gateway, or Micron, nor does it include foreign sales, nor international, nor servers, nor sales to businesses...etc... Paul Engel has written some good response to this on the Intel thread... Due to a Saturday nite conflict, I'll have to take up the rest of your post later...thanks for continuing to push the dialogue...

To: Bilow who wrote (2456)	2/27/1999 10:59:00 PM
From: lin luo	Read Replies (1) \| Respond to of 2578

Carl, The first PC (or computer) of me was the original MAC II for $4,400 back to 1988. I thought at that time PC would be dead. My second is IBM 486 @33MHZ for $1,900 in 1994. At that time I thought I needed a PC, and it was much cheaper than MAC. My 3rd was IBM P133 notebook for $1,400 in 1997. I definitely needed a notebook. The last one I bought a week ago the IBM AMD K6-2 @333 for $700 (w/ monitor). Funny I bought 3 IBM's computers and no stock, and DELL the other way around. The ASP is for sure going down. I think your question is where is the bottom. From the hardware part the prices may still have a lot of room to go, but for the software people have to pay. I don't think recent Linux bubble can damage MSFT anything. It is still too hard to configure and to get on the internet is very hard too (I have win98, NT4.0 and Linux all three on my notebook). Even for those in favor of UNIX based servers, they still face lacking of support. What about database support. It is incredibly hard to put everything together. Most new businesses tend to stay with MSFT windows systems and software, just for the sake of compatibility. So, I see the software is still the major barrier to further lower the cost of using computers. The other question is how powerful is PC. If it can do the job to handle the internet businesses. Recent good example is drugstore.com which is using all MSFT software. (maybe, I can tell from their file style. Anything end with .asp is using MSFT Active Page Server). So, is bigcharts.com. I assume people do use Wintel to do businesses. CPQ may have a better line of products in server business, especially the price is about the same as DELL's. If just for fun and small small business, I can just turn on MSFT's PWS and SQL server on my notebook and start my online internet business in 5 minute. That little notebook is powerful enough, the problem is modem and I just don't know what to sell.