Dell Technologies Inc. Message Board

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.

DELL 111.10

-7.8%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Chuzzlewit who wrote (137220)	7/23/1999 12:24:00 PM
From: rudedog	Read Replies (2) of 176387

Chuz - Although the argument is strong for "fat" clients in a large corporate environment where big pipes allow a variety of advanced multimedia and teaming arrangements, thin clients are a growing market in the small and medium business segment, and in certain large customers like banks and insurance companies where a "locked down" desktop is actually preferable and the much longer hardware lifetime and much lower initial capital expense (thin clients from Wyse are as low as $250) is a significant economic value (36 to 48 months as opposed to 12 to 18 for "fat" clients). The market for systems designed around thin clients has been somewhat constrained by a lack of applications written to this architecture but that is changing. In the last 12 months, growth of the thin client market has been more than twice that of the standard PC market. It is something to consider... The play that CPQ has done in this space is to drive the overall system sales, often partnering with Wyse, with the goal of getting the server business. I believe that DELL will go the same way. The question is whether the fatter server revenue makes up for the reduced client revenue.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next