Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: stockman_scott who wrote (121669)	5/2/1999 7:04:00 PM
From: Ian@SI	Respond to of 176387

Scott, The machines are selling. So there is a niche. We shouldn't dismiss it out of hand. I'm confident that Dell will look at it closely to see if there's a way to do it better. e.g. - I'm using a 2 year old P200MMX with 64MB etc. and find it quite acceptable for my current needs. I may not upgrade for another 2-5 years. Why shouldn't Dell sell PCs with slightly older components? It reduces the manufacturing cost and may allow them to maintain or even increase their margin. With Dell's service, support, and reliability, I could see them ending the eMachine craze without eating into their current base too seriously. Similarly, Apple discovered that customers loved the translucent cover and are now offering it in 5 colours. No added functional value whatsoever, but it has certainly increased the demand for iMacs. I would expect Dell to offer a choice of colour within a year or less. Why not? FWIW, Ian.

To: stockman_scott who wrote (121669)	5/2/1999 7:32:00 PM
From: Mohan Marette	Respond to of 176387

<--OT-->iNut,the next generation:->Internet 2, Gemini 2000 &the future of iNut. Scott: It is inevitable that companies integrate the iNut into their business processes unless they don't want to be left behind.They tell me we are in the initial stages of this revolution,some are way ahead in this transition than the others and some have not yet started but anyhow 'they' see the need for a better way to accelerate this process,meaning higher bandwidth,more capabilities etc etc. The result, iNut 2 and it is coming. appliedtheory.com Business to business E-commerce. Chemicals online? I am sure you know that it is an established fact that 'Business to Business' E-commerce will be much larger than 'Business-to-Consumer' E-commerce. As an example in the not too distant future even mundane industrial products like Chemicals will be sold over the internet to business customers around the world, matter of fact it has already started, here is an example:- chemicalonline.com We also know that Dell is concentrating on the business customers as their prime target and the reason is obvious and there is also a reason why Dell keep saying the next big change will come from higher bandwidth etc etc. Just some babbling.