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To: ed doell who wrote (306)	6/21/1999 8:29:00 AM
From: John F Beule	Read Replies (1) \| Respond to of 589

Well, I don't believe Dell is addressing any one company. What (he is addressing) is the potential threat to his computer box business with the idea that TV will replace the computer. I agree with Dell! I think that what Internet-over-tv offers is another consumer product that will be attractive to a lot of people, but it will not displace a computer. The TV is for reactive-types, where the computer is for pro-active types. Steve Jobs said the same thing! This is not a earth shattering concept. I can guarantee you one thing, families are buying this product, why? because they are not going to spend $1000 to outfit every room for the internet via a computer when the TV aleady is in these rooms. Also, lower income families that want to send Grandma in sunny Florida e-mail to stay in contact are going to want this "toy". Email is a powerful app, anything that can deliver it conveniently for a family (whether it is thru the computer, or tv) will be used.

To: ed doell who wrote (306)	6/21/1999 9:20:00 AM
From: Charlie Smith	Read Replies (1) \| Respond to of 589

Ed: Mike Dell has it right, I think. The IDEAL product, though, is a PC on which you can dial in any video source in the world in real time OR archived. Say you're sitting at your PC and you want to view the last 20 minutes of yesterday's U.S. Open broadcast. Or last year's World Series. Or the current feed from CNN or CNBC. Just punch up a video search engine and pull down exactly the clip you want. THAT would be powerful. Charlie