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

To: Mark Davis who wrote (116366)	4/11/1999 10:11:00 PM
From: Joe Sabatini	Read Replies (1) \| Respond to of 176387

>>The squeeze we see now is long overdue I agree. I own a Pentium Pro 200 w/ 64MB, 6 GB drive, 12 MB Voodoo 2, speakers, etc. It runs everything I need just fine (e.g. Quake 2 in 800x600 on my ISDN connection at 40+ fps). However, I will be upgrading soon so that I can be ready for games like Quake 3. Am I going to buy a brand new PC? Heck no. I'm going to get myself a new case, Abit motherboard, 350MHz Pentium II, and 128MB memory. I'll spend $600 (with a full 3 year warranty). And later this year when the Pentium III 500's are going for $150, I'll buy one (the Abit motherboard is Pentium III compatible). I will probably upgrade my video at some point as well (I'm thinking a next-gen nVidia NV10-based card when they come out later this year). Basically, I'm spending next to nothing to keep current. I love it. PC margins are only going to get tighter, and Dell will not have an easy time of it. Of course, they are the best positioned to deal with increasing competitive pressures, so it will be interesting. Joe Sabatini

To: Mark Davis who wrote (116366)	4/11/1999 10:17:00 PM
From: Stefan	Respond to of 176387

Don't tell that to DELLhead since they are the enlightened.<G>

To: Mark Davis who wrote (116366)	4/11/1999 10:28:00 PM
From: stockman_scott	Respond to of 176387

<<Just a thought, but can't companies like DELL be considered to be on borrowed time with regard to margins? The squeeze we see now is long overdue, and there is little or no reason for anyone, consumer or business to pay DELL's premium prices.>> Mark: Pahleeese....where do you come up with these comments??....DELL's sales are still growing at MANY times the industry multiples...Hmmm.....DELL adds value -- customers love to buy, track products, and get service in a DIRECT WAY. Why are SO MANY major companies (like FORD) standardizing on DELL for their global operations?? The "squeeze" you mention actually is DELL putting pressure on very inefficient competitors......of course they may also be squeezing some shorts with their STRONG performance next month <GGG>.... Don't bet against DELL or you'll be sorry. Regards, Scott

To: Mark Davis who wrote (116366)	4/11/1999 10:32:00 PM
From: edamo	Read Replies (2) \| Respond to of 176387

mark...the squeeze is on bye bye dell... we are in the midst of the greatest economic time in the past decades, strong consumer confidence,strong spending,low inflation,low interest rates, accelerated return on investments.. bye bye strong new home sales, mercedes, jaguar,range rover,bmw,high end retail, imported cigars.... i'll miss you butter...hello oleo... are they the bolsheviks on horseback or just the bearish clowns in fancy dress? ed a. see by your postings you are a heavy hitter...why have you ventured to this pitiful thread inhabited by "cultists"