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

To: edamo who wrote (113992)	4/2/1999 4:03:00 PM
From: Rich Young	Read Replies (1) \| Respond to of 176387

Here's my favorite analogy: "Think of it this way: Compaq is K-Mart (KM), and Dell is Macy's. If somebody started giving away free Wrangler jeans, K-Mart would suffer grealy, but Macy's wouldn't be affected all that much. There will always be consumers who are going to buy Guess jeans and Ralph Lauren (RL) shirts, and there will always be consumers who are going to want a high-end computer." from:http://www.ragingbull.com/articles/wang/04-01-99.shtml Sorry if this has been posted before. Rich

To: edamo who wrote (113992)	4/2/1999 4:16:00 PM
From: Chuzzlewit	Respond to of 176387

Exactly! I couldn't have said it better. Happy Easter, CTC

To: edamo who wrote (113992)	4/2/1999 6:24:00 PM
From: hdl	Read Replies (1) \| Respond to of 176387

I get solid white tuna packed in water-fancy, bumble bee albacore- 98 cents with a coupon. even all you can eat sushi is $18. Friday, April 2, 1999 Corel gets bang on low-cost computer boom 'We're not making a lot of money, but the deal is revenue positive from the start' Bert Hill The Ottawa Citizen Corel Corp. is getting in on the ground floor of the boom in bargain-basement computers selling for less than $500 with a big but virtually invisible Taiwan-based maker. It will supply at least 15 million copies of its current WordPerfect 8 software program in the next year to a new low-cost computer line that the PC Chips Group of Companies will sell directly and through distributors around the world. The deal won't generate much revenue, but it drove up Corel stock up 86 cents or 19 per cent to $5.40 yesterday. The computers, marketed in Canada under the IPC names, come out this week. They sell for $499, include an Intel Celeron 333 processor, modem and other hardware but no monitor. Corel chief executive officer Michael Cowpland acknowledged the deal won't make a big impact on Corel bottom line. "We are in a market share fight (with Microsoft)," Mr. Cowpland said. "We're not making a lot of money, but the deal is revenue-positive from the start. The important thing is that it will give us greater market exposure, free advertising and the opportunity to sell upgrades to customers in the future." Still, the 15 million copies Corel expects to sell through the new channel probably will attract less revenue than the 3.5 million copies that Corel sold through regular channels this year. David Wong, vice-chairman of PC Chips, said a number of U.S. distributors jumped at the chance to sell machines carrying the WordPerfect software "because it allows them to save a few bucks that Corel had asked them to pay for the same software." The new low-end computers are designed to turn computers into true mass-market product which consumers will junk rather than attempt to upgrade when newer products come along. Mr. Wong said the company faced a dilemma when rival Dell Computer recently introduced a $1,600 computer with a similar processor, but including a monitor in its first attempt to crack the growing Canadian market for low-end computers. "We considered selling our computer for the same price, tell customers to throw them away after six months and use a coupon to get our next faster machine." Mr. Cowpland, who has fought vainly for years to convince markets that his WordPerfect software is better than the dominant Microsoft products, insisted the new marketing strategy will not cheapen the Corel brand name. However, the deal puts another nail in the coffin of one of Mr. Cowpland's dreams -- building cheap network computers to compete with Intel and Microsoft. Corel recently sold its network computer subsidiary but continues to retain an indirect interest. Corel had billed the announcement as involving a deal with one of the world's largest computer equipment companies with almost one-fifth of all computers shipped annually. That triggered reports that Corel was finally breaking Microsoft's stranglehold on big computer makers like Compaq, which is the world's biggest PC maker with a 13.8-per-cent market share. But the deal was actually with PC Chips, a company which made about 18 million motherboads -- the basic foundation of all computers -- but only four million computers last year, or four per cent of all computers. In Canada, the market share is even smaller at 10 per cent of motherboards and only a few thousand computers sold under IPC and Bondwell brand names. It had sales of $1.6 billion last year and hopes to increase sales to $2.3 billion this year. PC Chips has a small contract with only one of the world's top five PC makers, IBM, and sells most of its products to the also-ran brands and retailers of no-name products. "If you want to find our products, look at the companies below the top five and those 20 companies are our customers." This market segment once supported thousands of manufacturers and retailers when store-brand "white-box" products sold for $3,000 or more. But now, with more than half of U.S. computers selling for less than $1,000 U.S., this market is under attack. To fight back, PC Chips is cranking up production of stripped down "white-box" PCs in its Chinese plants and shipping them around the world to suppliers that will install the most expensive and volatile components -- processors, memory and hard drives -- before putting them on the market. By the end of this year, PC Chips hopes to drive down costs low enough that it can sell "white boxes" to distributors for $99 U.S.

To: edamo who wrote (113992)	4/3/1999 10:55:00 AM
From: edamo	Read Replies (3) \| Respond to of 176387

*CHUZZLEWIT WHERE ARE YOU....URGENT MESSAGE* it has been brought to my attention in a pm that you have been suspended by si....if so we would like to support your situation...don't always agree, but if they allow the likes of the bearish dolts to spew ignorance....you should be allowed to quote your numerical chapter and verse which is informative... say it ain't so chuz....and if it is i ask the dell thread to rally around your right to speak with intellect!