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

To: PAL who wrote (112613)	3/26/1999 11:38:00 AM
From: stockman_scott	Read Replies (2) \| Respond to of 176387

A New Update -- More Theoretical and Practical advice from Merrill Lynch... This is just off the wires from our friends over at Merrill Lynch: <<Morning Summary...26 March 1999 -"Our view of PC stocks is as follows: 1) we generally favor enterprise stocks (IBM, SUNW and EMC) over PCs, 2) we favor DELL (LT Buy) over Compaq due to the purity of DELL's model and the likelihood of gaining share, and 3) PC stocks could rebound near term if we're right that unit growth is 13-15% in 1999 and not falling apart." (S. Milunovich)>> -------------------------------------------------------------------------------------------------------- Hmmm......I guess the PC world is not falling apart after all <ggg>. Soon enough some of the other analysts will wake up. IMHO, Michael Dell and his team will give them plenty of positive things to write about in the next 6-8 weeks!! Have a great weekend. Regards, Scott

To: PAL who wrote (112613)	3/26/1999 11:48:00 AM
From: Mohan Marette	Respond to of 176387

Yugo Vs Beemer. Well you know Paul-san some people just like the trailer-park comforts they couldn't be bothered with a custom built 5000 Sqft job.

To: PAL who wrote (112613)	3/26/1999 11:48:00 AM
From: Eggolas Moria	Read Replies (3) \| Respond to of 176387

A plausible theory. However, anecdotal evidence is to the contrary. I have owned Dell machines since my first PCs Unlimited 286/12.5MHz beauty. I've been happy with them all and they always cost less than comparably equipped machines available at the stores (as long as I wanted to avoid Packard Bell for obvious reasons). This time, however, I'm buying several eMachines. I don't need the monitor, so that's not an issue. I'm upgrading P120s/133s/166s mostly for office/internet use, but also for my aging pleasure machine at home.<g> I don't need the fastest fps rate and the 4MB ATI Rage Pro should be more than sufficient along with the new Celeron 433 for $599 each (coming soon), although the current 366 isn't bad either. CNET ran a test on the Celeron vs. PII and the fps rate wasn't that far off (not like the AMD K-2 chips). I admit I'm not a first time buyer and I have an above average ability to take off the cover and put in some additional memory if need be <g>, but I'm also not a DELL basher, company or stock. I have liked the products in the past and I admire the company for its business plan execution. It's just that their Celeron 333 offering at $1029 isn't competitive for my needs. [no position in Dell long or short]