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

To: rudedog who wrote (148878)	12/9/1999 4:06:00 PM
From: Lee	Read Replies (2) \| Respond to of 176387

Hi Rudy,..Re:.DELL's problem, as I said a ways back, is that they are perceived as the "last pure PC company" and that's not a compliment any more. Not only are they perceived as the last pure PC company, they recently stated that they were going to focus primarily on that business. (Can't find the article at the moment but it's on this thread somewhere.) Also, although there has been much talk of the opportunities for growth in the Enterprise arena, it still appears to be a fact that competition in the so-called Big Iron arena is limited to IBM, SUNW and HWP. This may be because Dell is dependent on INTC and IBM Services to really get a foothold here? If this is the appearance to me, ordinary investor, what must the more knowledgeable technical investor or business perceive? Finally, Dell seems to be trying all manner of new ideas but without a central, unifying theme. Like Blackberry, the Web PC, the investment in Lanet, wireless connectivity, and on and on. All these separate activities come across as 'searching for a path'. (At least to me anyway.) I think you have elegantly stated the obvious - DELL is increasingly looking like a company which will do a fine, well managed job of owning an increasingly uninteresting business. Also, why would office complexes go to wireless connectivity when the max speed is 24 MB/s and they can currently get fast ethernet at 100 MB/s? Especially when most work is done at a desk? Maybe some applications are getting confused? Cheers, Lee