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

To: yard_man who wrote (108861)	3/10/1999 3:40:00 PM
From: nnillionaire	Read Replies (1) \| Respond to of 176387

From CNNFn this morning: cnnfn.com The infotech research firm, based in Framingham, Mass., expects first quarter unit volume in the global PC market to jump 14.1 percent over last year, led by U.S. sales. For the full year, IDC expects PC volume to climb 14.3 percent to 103.2 million units. Bruce Stephen, IDC Group's vice president of worldwide PC research, said marketplace competition and the growing consumer appetite for low-priced PCs has computer makers scrambling to meet the needs of the dollar-conscious shopper. The value of PC shipments this year will grow a modest 4.8 percent to $178.4 billion, according to IDC. "This low-growth scenario illustrates the continued downward migration of consumer and commercial desktop, as well as portable PC, prices," Stephen said. "It also explains why PC vendors are moving at a frenetic pace to diversify their business models and revenue sources."

To: yard_man who wrote (108861)	3/10/1999 3:46:00 PM
From: Jill	Respond to of 176387

I agree w/ WBM, you are an idiot! You don't have the faintest idea what you're talking about. Sorry I just had to restrain myself... Jill

To: yard_man who wrote (108861)	3/10/1999 3:56:00 PM
From: SecularBull	Respond to of 176387

tippet, would you please cite the data that you use in claiming that "the price differential is just too large"? Thanks. BTW, you're wrong about your claim that INTC inside/DELL outside won't matter "in a few months". Intel continues to deliver the cutting edge of desktop computing power, and Dell will continue to pass the efficiencies of the direct model onto its customers. I haven't seen the "network computer" have any success, have you? Also, BTW, what are your thoughts on DELL's enterprise business, assuming you are aware that there is one? (You'll have to forgive me, but from your posts you sound as if the PC business is the extent of DELL's sales.) LoD