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

To: Meathead who wrote (121583)	5/2/1999 12:17:00 AM
From: kjhwang	Read Replies (2) \| Respond to of 176387

All, Negative blurb in Bearrons, this weekend regarding the potential threat of Emachines to Gateway & Dell. Turning of tables, what a joke... TCI The Price is the Brand "The enemy of my enemy is my friend." Who said that? Was it really Mao Tse-tung? Whatever. But for direct-sales PC makers Dell Computer and Gateway, that enemy is Emachines. The new kid in town has been wildly successful hitting up middle America, forcing the two superstars to take note -- and, perhaps, cut prices -- based on some new demographic trends. In a clear contrast to Dell and Gateway's rehearsed, harmonized delivery here Wednesday, Stephen Dukker, CEO of the cocky newcomer (which is profitable and number four in retail computer sales in a mere four months, according to PC Data), calls his company the Wal-Mart of the PC world. He delightedly told investors at a panel discussion at the Hambrecht & Quist conference that 51% of his $399-$599 machines go to first-time buyers, who can't shop online, anyway. And 69% of those bare-bones machines end up in households that have annual incomes between $20,000 and $34,000, traditionally a tough market for PC makers to crack. And word-of-mouth referrals help establish loyalty. Clearly flustered, CFOs John Todd of Gateway and Tom Meredith of Dell made noises about brands, broadband, service and sustainable profits. It's interesting to note that these two began as the low-price upstarts taking on the industry giants. Are the tables about to turn on them?

To: Meathead who wrote (121583)	5/2/1999 12:46:00 AM
From: Boplicity	Read Replies (1) \| Respond to of 176387

You are going to hate my response. I mean no disrespect, I know you are a titan and I am mere ant. So here it is. My feel for the current market conditions and PC sector relegation to second seat. I have stated before around Dec. of last year, that we are in a transition where the PC is no longer driving force in the high tech market as it once was. Until investors come to grips with DELL not growing like it was, earning and stock, and understand where the PC fits in, DELL will be trending sideways at best. That was my thinking in December and it's still my thinking. Because of the my above thinking, I highly leveraged my port. bought what I thought would benefit from the switch, AOL, ATHM in DEC. and later QCOM ( I had to wait till I felt the time was right and the deal on Q3 was going to go QCOMS way). After I had my investments in place I watch DELL to see if my reasoning was correct, it has looked to be like it was, so I paired back my DELL holding from being number one to number three or four depending on the price of ATHM, QCOM both of which could and have pass DELL. I still hold many shares in DELL, too many maybe, this next earning, and more importantly, the market reaction to them will decide for me. Greg