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Technology Stocks : PC Sector Round Table -- Ignore unavailable to you. Want to Upgrade?

To: Yogi - Paul who wrote (1872)	7/19/1999 1:15:00 AM
From: Mark Oliver	Read Replies (1) \| Respond to of 2025

Couldn't find "Internet Capitalist". Have you any opinion on trading stocks from the London Exchange? I've been thinking Psion might be a good opportunity as they are a majority shareholder in Symbian and I also think they have a share of ARM, the dsp company. Regards, Mark

To: Yogi - Paul who wrote (1872)	7/19/1999 2:26:00 AM
From: Mark Oliver	Read Replies (1) \| Respond to of 2025

A very interesting article from on Dell and comments from their conference call. I keep wondering when we will see Dell enter new business? Why shouldn't they compete in cell phones for example? And, as these cell phones and PDA's begin to assume new roles that might have been filled by lap tops, isn't it a natural fit for them? Instead, they want to become an ISP? news.com Wouldn't it have been amazing to see Dell buy Qualcom last year before their great run? Or maybe the could buy Ericson now? Will we see the single chip PC/phone from Qualcomm become a Intel like product that could make instant competition from companies like Dell? Intel making new Price cuts to put even greater pressure on competition, but they'll also have trouble making their numbers. They also have a PIII 600 now. news.com Regards, Mark