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

To: Meathead who wrote (153166)	2/7/2000 9:28:00 PM
From: TigerPaw	Respond to of 176387

, it will probably take a few quarters before Dell recovers. It would seem that way under the scenario you presented. I don't expect Dell to just hope things get better, the summer time product cycle should be a boost. TP

To: Meathead who wrote (153166)	2/8/2000 2:09:00 AM
From: stockman_scott	Respond to of 176387

Any thoughts about these new 'Information Appliances'..?? <<Interesting article from forbes.com: forbes.com February 07, 2000 One Week View Information appliances ready to take over By David Einstein SILICON VALLEY. 2:55 PM EST-In his 1990 novel, Earth, David Brin portrayed a time just a few decades from now when virtually everyone would be connected to a worldwide "Net." Now it looks as if truth may be more startling than science fiction. In fact, a deluge of "information appliances" is about to plug millions of new users into the Internet, altering forever the way we get information, communicate and transact business. According to International Data Corp., by 2002, such appliances, including wired televisions, handheld devices and Internet-only terminals, will outsell home computers in the United States. The new wave of information appliances promises to bring the Internet to people who can't afford PCs. "It's all about extending Internet applications and services to new users--about empowering people who otherwise would never have a PC," said IDC analyst Kevin Hause. IDC predicts that in 2004, the worldwide market for information appliances will exceed 89 million units, or $17.8 billion, up from 11 million units and $2.4 billion last year. Already, major PC makers and consumer electronics companies are prototyping appliances that are small enough to fit on a kitchen counter, or in a car dashboard, yet powerful enough to let users get real-time news, exchange e-mail and conduct simple e-commerce such as trading stocks or shopping online. Among the array of information appliances that soon will head to market, the TV promises to be perhaps the most popular--"Big numbers are being forecast for Internet on TV," said Hause. Equipped with a set-top box or WebTV-like device, a regular TV already can be used as a surrogate computer for Web surfing and e-mail. Future TVs will incorporate Web-capabilities, as well as integrating Internet content seamlessly with programming. For instance, someone watching Martha Stewart could scroll through a recipe at the bottom of the screen without leaving the show. Other products that fall into the emerging information appliance category include online gaming consoles, Web terminals, e-mail terminals and screen phones. Because most of them will lack the large screens and powerful chips of PCs, information appliances won't be able to use traditional Web browsers. Stripped-down "mini browsers" are finding their way into the first generation of smart phones, but within a few years, even that technology will be replaced by other ways to interact online, including the use of voice recognition. Software makers also are scrambling to come up with operating systems and applications that will work on a variety of small devices. Palm Computing, Microsoft (nasdaq: MSFT) and Sun Microsystems (nasdaq: SUNW) all are in the hunt, and today, Be Inc. unveiled a software platform specifically designed for Internet appliances. The company also said the software will be built into appliances planned by First International Computer, a Taiwan-based computer systems company. The explosion of information appliances is not expected to mean the death of the PC, said Hause. "The PC is flexible and powerful and still has a number of advantages. It's ideal for word processing, keeping your books, doing taxes and playing games. Information appliances won't displace PCs as much as augment them." Increasingly, however, surveys show that people are buying new PCs solely to access the Internet. If they can do the same thing with a $100 information appliance, it could spell trouble for computer makers.>>

To: Meathead who wrote (153166)	2/8/2000 8:46:00 AM
From: edamo	Read Replies (2) \| Respond to of 176387

meathead re: "perceptions take on an increasingly important role....." i see you've finally added a new word to your vocabulary....a word that you guys denied existed just a short year ago! guess it's becoming "trendy" on the dell thread to admit to reality....be it perceived or tangible!!!!