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 (137207)	7/21/1999 11:44:00 AM
From: jhg_in_kc	Read Replies (2) \| Respond to of 176387

Chuzz, that thin client link was a great read. That is what I was talking about a year ago as the "dumb" computer threat at the corporate level. I wonder what percentage of the corporate market is buying or will move to thin client hardware? jhg

To: Chuzzlewit who wrote (137207)	7/21/1999 12:18:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

Chuz, I'm not seeing how you conceive the thin client server as being problematic. The concept of the dumb box has been in the larger corporate world now for at least the past five years - and the affect to the "Dell smart box" has been minimal. In fact larger corporations have continued to upgrade to higher performance terminals. One main reason that upgrades will most likely continue is the intigration of standard corporate communcations with the box on the desk. A "dumb" box will not have the technical "guts" to handle the intigration. for example, a wirless modem conected to the box costs (intended to speak with the server wirelessly, or speak via roaming direct to a mobile phone) anywhere from $400 to $1100, depending on the model - and this is just the modem. Other software and ASICs are required for the box to perform in this manner. Your $500 dumb PC, then, will not be capable of serving these higher corporate efficient needs. Most your IT people realize that many businesses are moving in this direction (larger corporation first, next the SOHO) - one look is at LMDS wireless local loop market and how it is replacing the wired box within buildings - this Lucent market is doing well. Dell's announcement today re Com2001 has much to do with forwarding this transfer of assets. MD's speech on broadband was clearly intended to move in this direction, even though the average investor, I think, doesn't quite grasp, as yet, what "broadband" and the move to 3G fully entails.

To: Chuzzlewit who wrote (137207)	7/21/1999 12:23:00 PM
From: Ian@SI	Respond to of 176387

Chuz, I see the article more as one supplier's hopes and marketing hype rather than an implemented achieved fact. PC applications were well proven years before the Corporate mainstream applications developers even considered their use. When a company has COBOL programmers making its decisions, its unlikely to move down an Object Oriented path until a directive to at least do a pilot is given. Strangely enough, most of these change agents, strongly resist any change whatsoever in the tools and techniques they themselves use to develop applications. I stick by my earlier opinion. Thin client will be a long time coming. And the obsolescence claim, IMO, is just out and out nonsense. At the rate Technology has been changing and continues to change, I can't believe that a thin client will be any more valuable 5 years from now than a desk top or a server or a ... FWIW, Ian.