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: Chuzzlewit who wrote (137196)	7/21/1999 11:16:00 AM
From: SecularBull	Respond to of 176387

Chuzz, I suspect that the industry will be more weighted to desktop power over thin clients as time moves forward. Decentralization of power, IMHO, has always seemed to be better for efficiency when the needs of the users are diverse and non-static. The thin client may have its place in the corporate and other LANs, where the needs of the users may be static, and predictable, thereby making a centralized, structured environment a plausible scenario. Just my opinion. LoD

To: Chuzzlewit who wrote (137196)	7/21/1999 11:17:00 AM
From: Mike Van Winkle	Respond to of 176387

Chuzz, Dell recently sold some PC's with Linux for a thin client application. I think it was a point of sale application. Why do you see it as a threat? Looks like just more business to serve varying needs. Cheers Mike

To: Chuzzlewit who wrote (137196)	7/21/1999 11:25:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 176387

Chuz, For home use, I can't see thin clients replacing desktops or notebooks. For business, there may be some overwhelming maintenance, reliability and support advantages at the cost of responsiveness. New Application development, implementation and support skills would be required. I don't think we'll see a sudden or drastic change. Rather, if the advantages outweigh the costs we'll see a small number of applications long before there's any snowballing effect. I wouldn't expect this type of change to successfully compete for Corporate Application development resources soon. These guys are notoriously slow to adopt anything new no matter how promising it can be made to sound. FWIW, Ian.

To: Chuzzlewit who wrote (137196)	7/21/1999 3:32:00 PM
From: GVTucker	Read Replies (4) \| Respond to of 176387

Chuzz, RE: Thin client computing and DELL Along those lines, but slightly different, is ASP software. This, IMO, is the major threat against DELL. For a pretty good discussion of what ASP is, check the right hand column of the WSJ today. This effects DELL because the desktop is no longer the limiting factor--People can dust off an old 486 or an old Mac and can do the same job if your company's software is ASP based. Thus, the inevitable two year upgrade cycle disappears. This will hit DELL worse than any other PC manufacturer, because that is where DELL takes a majority of their market share.