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

To: calgal who wrote (154743)	3/9/2000 1:27:00 PM
From: D.J.Smyth	Respond to of 176387

Good article. But look at some of the comments: Indirect sales rely largely on selling through dealers and prebuilding systems based on sales estimates rather than Dell's more efficient build-to-order and ship-direct sales method. Technology Business Research analyst Lindy Lesperance estimates it costs Compaq twice as much as Dell to build and sell each commercial PC. Houston-based Compaq is losing money on every commercial PC it sells, with its commercial computing division posting losses of $157 million and $79 million, respectively, in the third and fourth quarters why haven't IBM shareholders demanded that Dell takeover IBM's direct line division? Why are IBM shareholders content to continue to lose money on their PC line while Dell continues to make money? IBM and Dell could jointly own this space if IBM would work on it here. First IBM allowed Compaq gag them on their own methods in the first wave. Now they are willing to allow Dell to gag them on the second wave? This is a rather offbeat comment that I imagine came from an aggressive salesman at IBM who was possibly dealing in "mindshare": IBM is also preparing some surprises for Dell on the product front. Later this year, Big Blue will enhance its notebooks to support Bluetooth and other wireless technologies, as well as add a multi-purpose connector, code-named Portofino, to the ThinkPad line. Portofino will support a variety of enhancing peripherals, such as PC cameras and Bluetooth wireless devices. IBM also plans to radically change the form of notebooks, including offering a wearable PC. Now everyone in the wireless business knows that adding bluetooth capability to a laptop design will not require a redesign of the entire laptop. it's a matter of an ASIC redesign and replacement. I don't understand where the term "planning some surprises" is coming from? It is common knowledge that Dell is planning its own wireless adaptable systems. Whether they are Bluetooth ready or utilizing a superior air interface, or both, isn't as relevant as being wireless capable period. Utilizing a direct interface standard, such as CDMA, TDMA or GSM will yield, in the longterm, more sales. Bluetooth is standard designed for short distance communication bw devices and does not meet the ultimate challenge of "roaming" computers. IDC concluded Dell's extranet efforts clearly have paid off, making it easier for some of its largest customers to buy systems. Through the Web sites, authorized employees can order systems and peripherals direct from Dell. The method simplifies the accounting and approval process as well as the ordering. no comment. speaks for itself