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

To: rudedog who wrote (143578)	10/1/1999 3:19:00 PM
From: D.J.Smyth	Respond to of 176387

rude, haven't the Chinese purchased over 60 million TVs over the last three years? an issue for them is getting the wireless debate put to rest - as they can transmit broadband data, voice and tv signals (LMDS environment - local multipoint distribution)at 28ghz, 10mbps or so. they can do it currently on their TDMA/GSM network without having to go to CDMA (GSM/TDMA distributes over 95% of current wireless digital) - although some (Unicom) want to. all they need is the complete infrastructure - which is being is being bid on and supplied by NOK and ERICY. point being, computer networking in China via wireless is an issue which NOK has been commissioned to propose for further buildout (they're already doing it to an extent). so the computer becomes both the tv and net exchange. point is. if they can purchase 60 million TVs, they can purchase that many box units, especially since the cooperatives are bidding on computers now for the promise of broadband wireless exchange next year (computer will act as tv, phone and networking device). they're not sitting still on this front. I just don't believe that Legend will be able to react as quickly as Dell to broadband changes. It will take Legend, as it would Compaq at least four months to repsond adequately relative to the inventory issue.