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

To: Mike Van Winkle who wrote (134897)	6/28/1999 11:04:00 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

Mike, it appears the consumer push is on. Entering the handheld market would not be hard. They could easily strike an OEM arrangement with the likes of 3COM for a customized Dell solution. This is typically how they enter new markets. Once established, they could develop some or all of it themselves... similar to the Dimension way. I still have concerns about this market due to it's size in terms of revenue. $5B by 2002 seems like small potatoes. But, it could become necessary to have a presence here for competitive reasons. It's not out of line to envision competitors bundling not only ISP service with PC purchases, but a handheld companion as well. So, with the new consumer focus, anything goes. I have had a few friendly debates with Gregory Mullineaux on the issue. I am beginning to suspect he may be right sooner than I would have previously expected... instead of 2-3 years out, maybe within 9-12 months. MEATHEAD