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

To: Sig who wrote (154390)	2/28/2000 11:57:00 AM
From: rudedog	Respond to of 176387

Sig - have been busy this AM with MSFT option plays but have pretty much placed my bets. DELL obviously needs to hammer on server sales and this is evidence that they are working the issue... also, they are leveling out their market, which is good, they had been so heavily concentrated in North America and the UK. If the trends in their other markets follow the pattern they developed in NA over the last 2 years, given their current low single digit position, they will help their overall margin and ASP a lot. I was going to post a more detailed analysis if I can just take a break from losing money on MSFT...

To: Sig who wrote (154390)	2/28/2000 11:59:00 AM
From: D. Swiss	Respond to of 176387

Sig baby, I missed the boat on ELON. Someone gave me the tip in December. The financials looked like a bow-wow, but the thing that held me back was Motorola was dumping its shares in ELON. Now I find out that it was probably related to Motorola's discontinuing the production of its Neuoron chips used by Elon. Oh Well, I hate when that happens! :o) Drew

To: Sig who wrote (154390)	2/28/2000 1:27:00 PM
From: rudedog	Respond to of 176387

Sig and all - A little "out of the box" from DELL - a step up from the fully leveraged "me too" product, and the kind of thing a LEADER needs to do... Dell develops wireless technology By Joe Wilcox Staff Writer, CNET News.com February 28, 2000, 8:10 a.m. PT Dell Computer today plunged further into wireless technology by announcing its own wireless system for notebooks. Wireless notebook networking is one of the hottest trends in mobile computing, particularly among educational institutions and large corporations. Market researcher International Data Corp. predicts a boom this year, with an estimated $839 million in sales and $1.56 billion in 2001. Dell's new product, called TrueMobility, conforms to the IEEE 802.11 wireless local area network (LAN) standard, which has also been adopted by Apple and Compaq for their wireless systems. Dell's commitment to wireless networking underscores the growing demand for the technology, which in the education market, for example, is seen as more convenient and affordable than punching out dorm walls to lay cable. The company in November extended its effort by expanding into wireless pagers and PCs. Dell last September teamed with wireless networking provider AiroNet to provide a wireless networking option for corporate notebook customers. Archrival Compaq Computer a month later responded with wireless technology developed in house, spurring Dell to retool its wireless plan. By offering its own wireless technology instead of using a third party, Dell can convince customers its offering is on par with Compaq's. The approach also is more in line with Dell's "be direct" marketing strategy of being a one-stop shop for products and services. Customers can also take advantage of Dell's three-year warranty and receive built-to-order systems with ready-to-use wireless networking. The branded wireless strategy also could be crucial for Dell's assault on the education market, where during the third quarter it unseated top supplier Apple Computer. Apple bet big on iBook, its rugged consumer and education portable with built-in wireless support, but failed to quickly get key networking components to customers. To use the wireless technology, notebooks are typically outfitted with a special PC card that connects over the air to a transmitter, or access point, attached to a local network. Once attached to the network, the access point gives mobile users full network access up to 300 feet indoors and 1,000 feet outdoors. But range typically degrades rapidly indoors, where the PC Card and access point connect "line of site" and performance degrades depending on walls, kiosks and other barriers. Most companies must strategically place access points to get full coverage. Later this year, notebooks and other portable devices enabled with Bluetooth are expected to appear and compete with IEEE 802.11. IBM is planning on a boon spurred by the competing technology, which is omnidirectional, so it doesn't have the same line-of-sight constraints as IEEE 802.11. In conjunction with the TrueMobility announcement, Dell also unveiled new corporate notebooks. The higher-end model, the CPx J650GT, packs a 650-MHz SpeedStep Pentium III processor. Unlike other Pentium processors, SpeedStep clocks back to 500 MHz when running on batteries, extending their charge. The Latitude CPx J650GT comes with the SpeedStep processor, 14.1-inch TFT screen, 64 MB of memory, 6-GB hard drive and 24X CD-ROM drive for $2,999. Two other models, the Latitude CPt S500GT and CPt S450ST feature, respectively, 500-MHz and 450-MHz Celeron processors. The $1,899 Latitude CPt S500GT also comes with a 14.1-inch TFT display, 32 MB of RAM, 4.8-GB hard drive and 24X CD-ROM drive. The other model, with a 12.1-inch display, is $300 less.