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

To: rudedog who wrote (148900)	12/10/1999 11:23:00 AM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

(Nok news and) Rude, were we not discussing Cpq's personally owned and currently installed wireless technology? My understanding is that the parts of this newer offering, although now on the table, which is also TDMA based, is jointly "owned" by Lucent, et. al. Cpq is utilizing it in an LMDS and/or MMDS environment. It is impressive. I understand the implications of this offering and do not disagree that it offers signficant promise. Nonetheless, Dell still has significant opportunity, given third generation standards, to make an agreement with Nokia, et. al. and generate wireless offerings of their own. Nokia has this habit, like Dell, of offering equipment, be it wireless or otherwise, free of bugs. I believe that CPQ stated that 2% of it's revenue could be directly/indirectly related to wireless applications (and growing rapidly)? That's 2% which Dell is also concentrating on now, to my understanding. I personally don't believe MD will wait too long on this issue (wait for 99.99999% of the bugs to be worked out) before entry. Why an agreement with Nokia is possibly so important to Dell: biz.yahoo.com Friday December 10, 7:55 am Eastern Time Nomura sees Nokia as "world's biggest PC group" LONDON, Dec 10 (Reuters) - Global mobile handset leader Finland's Nokia will, by 2002, be ``the world's leading personal computer company' by unit sales, investment bank Nomura said in a weekly note published on Friday. ``Think about it, the mobile phone will become the world's biggest selling computer,' the note said, alluding to moves to bring more sophisticated data onto mobile phones. ``The year 2002 is likely to be a watershed year for the computer industry because there will then be more mobile phones connected to the Internet than personal computers,' Nomura said. It said that a joint venture in wireless Internet between global software leader Microsoft (NasdaqNM:MSFT - news) and mobile infrastructure leader Ericsson "demonstrates the shift of power that is taking place within the computer industry. ``European companies ... will increasingly dictate the shape and future of the computer industry as mobility and consumer friendliness win out over brute power,' it said. As well as more deals between Microsoft and mobile phone groups to increase the software group's reach, Nomura said it expected U.S. computer companies like Sun Microsystems (NasdaqNM:SUNW - news), International Business Machines Corp (NYSE:IBM - news), Compaq Computer Corp (NYSE:CPQ - news) and Dell Computer Corp (NasdaqNM:DELL - news) also to step up such allegiances.