Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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. -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (134906)	6/29/1999 12:48:00 AM
From: Meathead	Read Replies (1) \| Respond to of 176387

Greg, havent HH's and cellphones already converged? You posted a link weeks ago. Anyway, IDC calls them SHD (smart handheld devices).. so you can have HH's<g> Re: You have to stop thinking like a hardware engineer... Hello? I force myself NOT to think like a HW engineer. Engineers are fascinated by gadgets and technical junk but blind to the business considerations. I like to look at ROI, TTM, current and potential market size and revenue potential just to name a few. My position is not one of anti-technology, it's about the more difficult question of when to enter a particular market. It's fairly easy to see what will be the wave of the future, but from my perspective, much more challenging to ascertain when it will become a de-facto standard offering. The growth in SHD's is indeed huge but ASP's still small. 36M cellphones at $100 a pop is 3.6B yearly. Assume it's certain cell phones and HH's will converge. Say 40M units at $200 a pop is about $8B per year. However, add up all of the currently unknown devices that will offer access and we could see 15-20B. Selling access sounds more lucrative actually... do you have projections for providers? So, while revenues for this one class of gadgets will pale in comparison to WW PC/enterprise sales of $225B in 2002, I have to agree that Dell will likely need to enter this market sooner than later... likely for competitive reasons. Nonetheless, it will be profitable to play here and incremental dollars are incremental dollars. If Dell is starting a auction site and going after consumers full speed, surely SHD's are just around the corner. Re: you have to think in terms of the devices (cell phones/hand-helds) as means for the user to get access... That and more. Access will be pervasive in the next few years... everything will offer it.. even your clock radio. Which reminds me, SHD's will likely integrate personal entertainment systems as well in the future. Add a DVD and you've got movies and your favorite recording artists right there. Personal health center, heart rate, blood pressure... great for joggers who like to carry their cellphones and listen to music while optimizing their workout. We engineers can cram virtually anything you like into a small form factor... we just need the standards to evolve and the market to tell us what they'll actually spend their money on. MEATHEAD