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

To: Mike Van Winkle who wrote (157915)	6/14/2000 10:08:00 AM
From: hdl	Read Replies (1) \| Respond to of 176388

i agree- many out of U.S. have cell phone in lieu of pc. but, people are better off with a full-functioning notebook or desktop-altho it can be a brand x- posts re all returning brand x and buying dell are absurd- brand x works ok

To: Mike Van Winkle who wrote (157915)	6/14/2000 11:27:00 AM
From: D.J.Smyth	Respond to of 176388

Mike, re Dell's comment on GPRS wonderful find. that is possibly why it's wise to own the companies that "own" the blocks and interface technology that go into both the handset and laptop. the interface technology is the same regardless of the device. those companies that own such are primarily Ericsson, Interdigital, Nokia, NT, ADI, and a few others. Interdigital is the only pure GPRS intellectual property play with ADI and TXN being, currently, the major ASIC (DSP) set players for GPRS. Dell working with GPRS is great news. Compaq spent much resources building a TDMA base but wasn't successful in deployment due to European markets requirements for data overlay. This is a prime example of waiting for the chickens to lay their eggs before building a research team around a particular technology. GPRS (although still a TDMA based technology) has much greater robust data rates and, due to the wireless mobile demand for data in Europe, is already showing strong, initial buildout of infrastructure and application to both the handset and laptop. so, NOK thinks handsets; Dell thinks laptops. with 3g applictions, however, the line between what is considered a "handset" and a "laptop" will become less distinct. i suspect (know) that Dell, in the $600-$700 range will provide an "ultimate" laptop-handset device. but, with 1 billion "handset" users expected by 2005, i don't think neither Dell nor NOK (currently with 40% market share) will be arguing. lots of business out there.