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

To: edamo who wrote (112573)	3/26/1999 11:28:00 AM
From: Eggolas Moria	Read Replies (2) \| Respond to of 176387

Did something change? A few days ago, DELL offered a Celeron 333 for $999 and one could buy it without the monitor for about $830. Now, DELL offers a Celeron 333 for $1029 and no option on their web page for no monitor (perhaps you can by phone, I didn't check). Does that mean that Dell is no longer in the sub-$1,000 area? commerce.us.dell.com Meanwhile, the eMachine is a Celeron 366, a 15-inch monitor costs about $150 or less (of course, if you don't need a monitor . . .) and eMachines is coming in soon with a Celeron 433 for the same price. Meanwhile, IBM announced it will sell a Celeron 433 w/o monitor for mid-800 price. Interesting.

To: edamo who wrote (112573)	3/26/1999 12:00:00 PM
From: yard_man	Read Replies (2) \| Respond to of 176387

the idea that these are distinct business segments and will remain so (emphasis here on price) is not a good one ... businesses with declining earnings will not pay an expanding premium for its PCs -- given no other option they will defer purchases or cross the lines -- too early to tell yet, but this may be what we are seeing now. An expanding premium (price of business PCs over consumer/retail) is exactly what you have to postulate in order for DELL to come close to keeping its revenue growth and growth in margins. Not gonna happen ...