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: TechMkt who wrote (148057)	11/27/1999 1:15:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

Fez - It will be interesting indeed to see where DELL positions the webster, now called the Webpc. see dell.com RE: This could change the computer landscape substantially. you will note that the pricing is still not out, 2 working days before the launch - What is Webpc? The Dell Webpc is a new computer that makes using the Internet easier than ever. Here's why: it's Internet-ready, so you can go from box to web in minutes. It has one button E-support for instant help when you need it. Its stylish design is noticeably smaller and more compact than the standard desktop. And it starts at only $xxx. In other words, it's just the kind of innovative PC you'd expect from Dell. The Webpc page is obviously a work in progress, as many of the links are not complete and there are a number of "xxx" numbers awaiting final specifications. But several things are clear - Webpc is not "legacy free" - it runs Win98, which requires the legacy internal port structure, rather than Windows 2000. This means that Webpc is positioned for the consumer market rather than the commercial market. This is reinforced by the fact that it has 56K modem rather than Ethernet, and comes with "internet ready" home user packaging. In contrast, HP, with its e-PC initiative (due in 1H2000, see hp.com ) and CPQ, with the iPaq ( available now, see compaq.com ) are going after the commercial market with a legacy-free Windows 2000 product with 10/100 Ethernet support. CPQ has announced pricing at $499; CPQ also has a "legacy-lite" model of the iPaq which will run Windows98. This product is also aimed at the commercial market. HP has not yet announced pricing but it is presumed they will match CPQ when the product comes out. DELL could have grabbed thought leadership by bringing out the Webpc ahead of the market. It still looks like a great product (Ferrari red? Got to have one...) but now they are in "catch-up" mode. DELL will still need a version tailored for the commercial market, legacy-free with Ethernet, to compete with the CPQ and HP offerings. I agree that the Webpc may put some heat on the consumer PC space.