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

To: Boplicity who wrote (107763)	3/5/1999 10:53:00 PM
From: Perry Ganz	Read Replies (1) \| Respond to of 176387

OK If you say so dell.com consider it done perry

To: Boplicity who wrote (107763)	3/5/1999 11:25:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Dell & Sub 1000- Well you heard what the man said didn't ya? If not here it is again:- ........ Q: Do you think that you can enter the cheap PC area and still keep within the parameters you have set for the company? Dell: We can sell a PC at a lower price than our competitors and still make a profit where they couldn't because our cost structure is lower. Which is interesting, because some of our competitors claim that they make more profit on their sub $1,000 PC's then they do on their more expensive ones. How do you do that? That's a form of math I'm not familiar with. I still to this day don't understand how you can make more money on an $800 computer than you can on a $2,000 computer. Someone is going to have to explain that to me, or at least to their shareholders. ... (Source:CNET news March.05 Michale Kanellos Q&A with Michael Dell.) =================== Well that is it, I gotta get outtta here, so long Greg.

To: Boplicity who wrote (107763)	3/6/1999 3:43:00 AM
From: Mark Peterson CPA	Read Replies (1) \| Respond to of 176387

Great point, Greg. Technological innovations we can't even imagine at this time will drive market demand. As a market leader, Dell's challenge will be to deliver whatever products the market wants at a price that allows Dell to look its shareholders in the eye and say, "We're doing this for the benefit of our customers and our shareholders and to knock down once-and-for all, all those doubting Thomases who, despite our best efforts to rock the industry, manage to hold their jobs even during the worst of their "calls". But analysts,even the wrong ones, are a both a benefit and a challenge to us. Without the gauntlets they continually drop at our cyber doorstep, we may become complacent. One day we'll wake up and discover we are no longer supplying the customer with goods and services they require. They'll go elsewhere and our shareholders will suffer...and we're just not about to let that occur. Greg, you're absolutely right: if the value of the sub $1K market is big enough (and not just narrowly confied to computers), we should be waiting there with a virtual red carpet for our customers and our BTO capabilities. And we need partnerships with suppliers that think like we do. Best regards, Mark A. Peterson

To: Boplicity who wrote (107763)	3/6/1999 11:48:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Cable Modems Going Retail Here is something on your favorite subject-boradband. Like MD said high-speed broadband devices would be one of the driving forces behind growth in future PC sales. ============================= (WiredNews) by John Gartner 3:00 a.m. 5.Mar.99.PST Why rent when you can own? Cable modems will be hitting the shelves of computer superstores soon, giving customers the choice to own instead of renting proprietary units from cable broadcasters. Observers feel the move from proprietary to compatible devices should increase competition and result in lower prices. Toshiba America Information Systems and Thomson Consumer Electronics on Thursday were the first cable-modem manufacturers to be certified as compatible by CableLabs, a testing and research facility operated by a consortium of cable-television operators. Cable modems with the "CableLabs Certified" seal will be usable with cable-TV systems that include Time-Warner, TCI, and Comcast. The companies are in the process of upgrading their infrastructure to support the CableLabs Data Over Cable Service Interface Specification (DOCSIS). Unlike some existing cable modems, CableLabs compatible modems do not require a separate phone line to upload information to the Internet, which results in faster bidirectional Internet access. Moving from proprietary to compatible products should spur cable-modem adoption. Its sales are expected to grow from 492,000 units in 1998 to 2.4 million units by 2002, according to Dataquest. Customers will be able to buy a cable modem at retail stores and continue to use it if they relocate, which should make them more comfortable with purchasing instead of leasing, said Richard Rasmus, vice president of Comcast Online. Comcast currently leases cable modems for about US$10 monthly and sells them for $400, but Rasmus expects prices to drop with increased competition. "We should see cable modems selling in the low $300s soon and rental prices dropping proportionately after they hit retail shelves." According to a representative of the Cable Broadband Forum, a consortium of high-speed access vendors, another 15 cable modems could pass certification within the next 30 days. Approximately 10 percent of the 2 million homes in Comcast's broadcast area are currently compatible with the CableLabs standard, and the company hopes to expand that number by 1 million before the end of the year. Rasmus said cable-modem vendors and retailers will begin promoting CableLabs compatibility in stores and on packaging. They'll also provide information about compliant cable operators. Cable modems will be arriving for lease or sale within 60 days and could be bundled with consumer PCs in the near future.