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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 9:30 AM EST

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To: stockman_scott who wrote (169707)	5/23/2002 7:52:19 AM
From: rudedog	Read Replies (4) of 176387

Scott - there is a lot of opportunity in the Tablet market, and point-specific vertical applications - i.e. specialized display for medical or financial, etc. - are the obvious sweet spot. The problem is reaching the market, since these devices will have limited appeal to individuals, or as stand-alone devices. I think it will be a rough ride for a niche start-up. This is a classic "solution sell" where the tablet plays a role in a larger scenario. An example might be a flexible display for operating room use - the tablet can be made sterile for OR use more easily than other devices. It could provide specialized display, say diagnostic images for a surgeon or other specialist during a procedure, but only if it is tied into a lot of other systems. SO I guess it is a good idea but I think HPQ or DELL would have the edge in hitting the market, HPQ in particular because of their big footprint in Medical. No matter how competent the executive team might be, this is a hard row to hoe for a company without the related products.

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