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Technology Stocks : Dell Technologies Inc.
DELL 129.94-6.2%Dec 12 3:59 PM EST
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To: Chuzzlewit who wrote (137196)7/21/1999 3:32:00 PM
From: GVTucker  Read Replies (4) of 176387
 
Chuzz, RE: Thin client computing and DELL

Along those lines, but slightly different, is ASP software. This, IMO, is the major threat against DELL. For a pretty good discussion of what ASP is, check the right hand column of the WSJ today.

This effects DELL because the desktop is no longer the limiting factor--People can dust off an old 486 or an old Mac and can do the same job if your company's software is ASP based. Thus, the inevitable two year upgrade cycle disappears. This will hit DELL worse than any other PC manufacturer, because that is where DELL takes a majority of their market share.
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