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

To: LENNY PADRON who wrote (127860)	5/22/1999 2:11:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Lenny:Though I am pissed at Dell at the moment I don't assume for a second that Dell & gang are stupid and they are sitting around idly while the industry is changing fast and furious around them. Things could change quite fast in their favor with couple of big announcements which may be forthcoming,they got the cash and they will have the shares to do the things that are necessary to take care of business.In other words I haven't given up on them yet, all I can say is stay tuned-----> This may be one of the things in the works. ====================================== Extracted from "The Hidden Cost of Free PCs". "But ultimately, the larger issue is one of long-term viability. "In terms of sustainability, none of these guys have demonstrated a sustainable business model," said IDC's Kay. He added that Dell is going to launch an almost-free PC model which could spell trouble for the smaller companies. "I would say, stay tuned in the almost free-PC space...support costs and customer issues will start to eat some of them alive." ============================

To: LENNY PADRON who wrote (127860)	5/22/1999 2:27:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

'Free' Pcs- Where is the 'Profit'? Lenny: Here is a bit more on 'free pcs' and profits. ========================= Courtesy:PRNewswire via Gobi.com PROFITS They aren't many. Microworkz clears a slender $37 profit on each machine, which allows for very little overhead (and extremely little tech support). Its biggest expenditure is marketing and advertising, about $250,000 a month. All three major companies say the biggest profits will come when consumers start shopping on line, using built-in Internet services. Gobi is betting that will take two to three years. As for Free-PC, profits depend on how effective those on-screen ads turn out to be. Citibank, Amazon.com, New Line Cinema and E Toys are all in the first wave of advertisers, paying as much as $10,000 to run their ads once a day on the first 10,000 computers the company plans to ship. =============================