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

To: edamo who wrote (116142)	4/11/1999 12:13:00 AM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Re: do you think they will ever grasp this basic concept? No! Because they continue to think of the product in traditional high-tech terms rather than the process! TTFN, CTC who is feeling good, sipping a dram of Lagavulin and bantering with good friends.

To: edamo who wrote (116142)	4/11/1999 12:24:00 AM
From: Meathead	Read Replies (2) \| Respond to of 176387

Let's also not underestimate the advantage Dell has in developing their products. Take for example, CPQ spent 1.35 billion to develop a product line similar in offerings to Dell who only spent 204 Million. That's a 1 + Billion dollar advantage. That's HUGE!<gggg> MEATHEAD

To: edamo who wrote (116142)	4/11/1999 8:48:00 AM
From: Mohan Marette	Respond to of 176387

ed a:Excellent observation.No,unfortunately some will never get it. do you think they will ever grasp this basic concept???

To: edamo who wrote (116142)	4/11/1999 10:16:00 AM
From: hdl	Read Replies (2) \| Respond to of 176387

IBM stated in its annual report the PC is dead. Microworkz is about to sell PCs for $299. emachines sells them for $399 Free-pc, NuAction,DirectWeb and Gobi will give them away Prices of PCs go down 15% a year Margins are slashed to zero China will mass produce them Prices on notebooks, servers are falling precipitously PC manufacturers can't make money selling PCs. They have to sell other things by way of their web pages.Dell, IBM, Compaq They sell services-IBM, Compaq-DEC they take a % of sales or transaction fees for use of their web servers-HP they sell non-pcs-cell phones, net pcs-Compaq, Packard Bell Acer and Hitachi don't sell their named computers in the U.S. They sell storage-Compaq, IBM, HP, and now Dell They sell search engines, shopping sites-Compaq-Alta Vista, Shopping.com-Dell-Gigabuys.com; IBM-Odyssey They get a cut from ISPs-Gateway, Compaq There are many opportunities for Dell -and many dangers