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

To: Jean M. Gauthier who wrote (156113)	4/6/2000 5:00:00 PM
From: D.J.Smyth	Read Replies (4) \| Respond to of 176387

Jean: "Dell is NO EMC is storage..... If anything, NTAP is...Dell is NO SUNW in Unix, high-performance computing...Dell is the BEST company in X86 servers, X86 PC's and E-Commerce .... Not the same thing..They are NOT a R&D shop, like a SUN or EMC or NTAP or Cisco. They are also NOT an acquirer of companies a la Cisco. I just feel that I cannot take a drop to the 40's again with 9 month options.... That's all" Nile's partial answer to some of this is that (a) Dell is becoming an EMC, (b) Dell is becoming a SUNW and moving closer to the high performance challenge both through principled acquistions and innovation, (c) Dell's latest aquisition was really NOTHING BUT an R&D shop with a product to fit...no not like NTAP or Cisco or Qualcomm or IDC or...God knows who else...(my comment: because Dell is NOT R&D, does that mean that they will not be able to formulate relationships to override various market termed weakeness?) Dell has well proven to date that if a company can correctly formulate a relationship with other R&D shops (like Samsung for example), such a formulation is worth as much, if not more in some instances, as being an R&D shop itself. So, the R&D shops spend the megabucks on innovation, hire the Phds, send home the always sick receptionists on Fridays; but they also get to keep all the proceeds from both their sales and a pick from the proceeds from those selling it for them. So, Dell rings up Samsung and says design bluetooth into our Dimension. Samsung goes to work and does all the R&D, spends a fortune, and gets a proferred cut from all inclusions. One year later, bluetooth is out and TDD (time division duplexing) is in replacing it. In the meantime Dell and Nokia have already signed a deal to design TDD into current systems. Which system is better? I suppose it depends on the circumstances and the length of time the technology in use. Technology, though, is changing so rapidly that it behooves companies, like Dell and NT, to leave the design work to those who have a need and are able to stay abreast of this edge. Dell remains, in some cases, a package boy following the overall picture; BUT, Dell is NOW requesting which design package it wants, assists in the design, fits it into your mail slot and delivers it to your business while you're out riding your harley. then again, maybe you're right and i'm an idiot for holding. then again, maybe we're both wrong and should be buying A LOT more. heck, Compaq has a whole drawer full of Pcibus TDMA patents built-in designs for wireless applications to the computer. but, all those "deisgn-it" TDMA shops, like Ericsson and IDC have figured out and are figuring out better ways to apply TDMA to the computer, since TDMA is their specialty. now, of course, CDMA is the rage. what is Compaq going to do with all that drawer full of R&D TDMA patents; think of all those man hours spent designing them? (both Ericsson's and IDC's applications appear more concurrent now relative to applied standards)?