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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (132873)	6/15/1999 9:56:00 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

Greg Re: --> Where's DELL in all this????? Right where they need to be. The $16B deal should give them good quantity pricing on the 37GP. As for handhelds, Dell should eventually enter this market... but you will lose your patience waiting... I estimate 12-18 months before we hear any noise about entering. As mentioned before, this market is still very small from a revenue standpoint, ~$1B, but poised to explode up to $10B in a few years. However, it's quite possible that many CE based devices won't be sold without a connectivity package where the cost of the hardware is recouped over the period of 1-2 years. Many of these devices will only cost ~$100 so they'll be offerd as 'free' with the service. But in a few years, there will be bazillions on the planet. Dell is more focused on the $460B opportunity in the largely untapped area of services. As a shareholder, I want them to pursue this vigorously above all other 'outside the box' opportunities. MEATHEAD