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

To: Boplicity who wrote (127771)	5/21/1999 9:51:00 PM
From: Eric Yang	Read Replies (1) \| Respond to of 176387

OT: "Thread check this out from GTW. I wish DELL would be a little more adventurous, in regard to design of the boring looking box we all use." You PC folks get impressed much too easily. Check out these pictures of the industrial design limited edition 20th Anniversary Mac that was released over two years ago. Code-named Spartacus. Less than 10,000 were made. It has... build-in Bose speakers with external sub-woofer Italian leather palm-rest vertically mounted CD-ROM drive comes with remote control build-in TV and Radio tuner... yada yada yada macevolution.com macevolution.com Bought one of these collectibles a year ago for a pretty good deal. I use my PowerMac G3 and PowerBook G3 far more often but the Spartacus is great in the living room (networked via Ethernet to my other computer and the Internet) for playing MP3 audio files and surfing the net. Eric

To: Boplicity who wrote (127771)	5/21/1999 11:08:00 PM
From: Meathead	Read Replies (2) \| Respond to of 176387

Greg, Re: WebPads, UltraThins etc. Dell will continue to be a fast follower in my opinion. Been there done that will be done again. This philosophy has kept Dell from entering markets prematurely and absorbing huge losses when either the idea fizzled or the technology wasn't ready (e.g. pen computing). To be sure, many of these new devices will catch on and become huge growth drivers... some won't. Dell continually evaluates new technologies, solicits customer feedback as to how useful it might be, and carefully watches for signs of marketplace acceptance in segments they may or may not currently serve. These new technologies can take many, many quarters to become a viable product category so Dell has plenty of time. There is little long term advantage to being first to market with a new technology. Fast followers like Dell recognize the optimum entry point and figure out how to do it faster, better, cheaper. Let someone else invest the R&D dollars and assume the financial risk of creating a new product category for Dell to enter. As a shareholder, I don't want to see Dell gamble on unproven concepts. However, the WebPad concept, if done right, looks like a product that will be a raging success. As well, China and Japan constitute a huge market with early signs of demand for UltraThin and small desktops. But, if they become arrogant and ignore a viable segment, or, something about their business model prevents them from effectively competing for share.... well, that would be cause for alarm. MEATHEAD