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

To: D. Swiss who wrote (133514)	6/19/1999 7:47:00 AM
From: Yamakita	Read Replies (1) \| Respond to of 176387

It's out, and it rocks. interactive.wsj.com That photo looks like Mike has a big cig hanging out of his mouth, like some grizzled reporter! Some choice quotes: "There will be some rich applications, which are better stored on a server, but that's it. Thin boxes just aren't selling. And what is very interesting about the Internet is that, as people get faster and faster connections, they want faster, more powerful PCs, not slower ones. And that's, to coin a phrase, the future, whether you like it or not." "...the PC remains the preferred way to get access to information, and it is going to be at the core of the computing world for years to come." "It's a pretty dumb, stereotypical view," maintains Dell, "that comes from the guys at Sun Microsystems and places like that, who are basically trying to disrupt the tremendous market momentum that exists around the PC industry, which they rightly see as a threat to their franchise. The first reason they are wrong is that the market has already told them they are wrong, which is the best litmus test of all. Sure, there are certain forms of 'server-based' computing, but there's only a tiny percentage of the market going that way." "Look not very far out to the next generations of technology, and you are talking about Internet connections speeding up by a factor of 500 times faster than what people have now, enabling all sorts of richer applications and new computer uses. The PC user will benefit, as will the companies that supply and run the networks, and those like Dell that make the fast devices at each end of the network, the PCs, servers and storage units. And when you get the fat pipe, the content companies will also benefit, since they'll be able to sell their wares and services more easily. Broadband is a killer application, whose time has come." This is a really important article. In my opinion, Barron's is essentially saying, "See, we have nothing against Net stocks. We just want 'em to be profitable. And Dell is the definition of profit." I'm afraid this is going to send Kemble into paroxysms! Norton better have those bags ready next week. Yamakita