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 133.78

-0.1%

Nov 14 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sig who wrote (103392)	2/20/1999 5:56:00 PM
From: Boplicity	Read Replies (2) of 176387

You need to add EMC to LU and CSCO. It's also going to be era of big fat servers. The distributed computing of the past could be changing, back to more central type. The high tech market that was driven my the PC industry is changing too, semiconductor sector will be less dependant on the PC industry, with communication and connect devices being the driver. As connected devices become smart, there dependence on the PCs will lessen. Near term it's broadband and on ramps that take advantage of broadband and storage to handle all this data that will be generated. I would love for someone to come out with a Moore's law for data and how much will be generated and need to be stored as there is for CPUs. On the horizon, developments that should be watch are Jini from SUNW and HDTV if it ever happens. The above is my thinking the below stocks are the result. AOL, ATHM-->ON ramps (The most weight of my port) CSCO, LU--->Communication (Third in weighting) EMC, DELL-->Storage and Servers (DELL weight in my port. is less now) RMBS------->RMBS RDRAMS are going to be used in or by all the above and HDTV Greg Just got the below urls from Rockman on the ATHM thread. Check them out shows how far and wide ATHM is going to spread. pathfinder.com Here is a link to Hong Kong Telecom, which features At Home as their broadband portal: hkt.com They claim that 90% of Hong Kong customers are interactive-TV capable, which is an amazing figure. Here is a link to their interactive TV service: itvhk.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next