SI
SI
discoversearch

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 124.29-2.3%10:18 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: TTOSBT who wrote (129512)5/28/1999 10:21:00 AM
From: LemurHouse  Read Replies (1) of 176387
 
Howdy. I've also been watching Charlie Rose this week. Great set of programs focussed on Silicon Valley. Grove and Chambers were tremendous. I was espescially interested in Grove's statement that while the PC will not be as dominant as it has been -- indeed it already is not -- it will nonetheless still be the central piece of computing equipment with handheld devices and such being essentially PC peripherals which will still be reliant on PCs. That these devices will support and enhance the PC, not supplant it.

I hope he is right, but I can't but wonder if these small and less efficient devices might not be the "disruptive technology" that was the subject of the program the night before when Rose interviewed the author of "The Innovator's Dilemma." I have a palm pilot but find that it is more useful as a paperweight than an organizer. But in a couple of years, who's to say. Looks very much like a "disruptive technology" to me.

Haven't had a chance to buy "The Innovator's Dilemma" yet, but plan to get it this weekend. It seems very relevant to DELL's current business position.

I also heard Chamers' comment about 60% sequential growth per quarter. I thought he was referring to CSCO though, not the internet. (Did I get that wrong?) This is hard to believe, but I'm going to be taking a closer look at CSCO!

Cheers.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News