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

To: D.J.Smyth who wrote (148960)	12/10/1999 1:18:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

Darrell - re: Rude, were we not discussing Cpq's personally owned and currently installed wireless technology? Yes. You seem pretty knowledgeable about this general area of technology, so you must know that CPQ has been involved with Lucent (and others) for more than 2 years in the establishment of the standards for IEEE 802.11b and resolution of the underlying technology so that there would not be a "standards war". Both CPQ and LU contributed IP to the process. Certainly anyone will be able to take advantage of the standards-based products which will result - there is certainly no secret about the direction this will be taking, and Lucent has been "pre-announcing" their product line in the space (and working with other OEMs as a base technology provider) in an active way for at least 18 months. In the traditional model, DELL will wait until the bugs are shaken out, see which products have the best market acceptance, and then offer those in a cost-effective way to their customers. If you remember your original comment "how can DELL screw this up", they will certainly be able to do a "me too" product but that does nothing to create the impression that they are in any way thought leaders in this space. Everyone is trying to do deals with Nokia too - CPQ was rumored to be about to make some announcement with Nokia at the Telecom '99 conference but it never came off. I have heard rumors about a number of Nokia deals. Most probably have some substance. My point was that companies with a technology infrastructure and IP to contribute are in a better position to do a comprehensive deal than companies that simply want to sell product, and DELL seems to aim for the latter category. There is certainly a lot of opportunity in that space but why would DELL stand out? This is a serious question - what changes does DELL need to make in the way they do business to gain some thought leadership?