Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: kemble s. matter who wrote (158087)	6/22/2000 4:16:00 PM
From: calgal	Read Replies (1) \| Respond to of 176387

MP3.com, Dell hear the music The online music company turns to technology services, while the PC maker unveils an MP3 player, the first appliance-like product to carry the Dell brand name. "We're a utility company. But we deliver music instead of water or electricity." - Michael Robertson, MP3.com CEO news.cnet.com

To: kemble s. matter who wrote (158087)	6/22/2000 4:27:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

re Dead PC. Andrew Seybold, the "wireless king" (Outlook) stated in his recent issue that the notion of the PC dying is not accurate. His statement: "PDA promoters claim you'll do everything on your PDA that you now do on your desktop. Send and receive email? Yes. Check stock prices and make trades? Sure. Schedule airline flights? Yep. Get weather and traffic reports? Of course. Surf the Net and download info? Not so fast!...Surfing on a PDA? It won't be fun! Surfing requires search menus, scrolling downloading, viewing pages, all of which is better suited to a desktop with a mouse, monitor, and printer, than it is to a PDA with its mini screen...with your PDA you're going to choose "active content" over browsing. My associate Barney Dewey, a forward-thinking technologist...coined the term "active content". It describes content "pushed" out to you automatically, as opposed to content you "pull" off the web as a result of browsing." In other words, the PDAs will only offer "selective content". This content is, actually, downloaded from the PC! This is a method even Nokia has set up in connection with their handsets. Nokia has also set up a handset so that "active content" can be downloaded directly from the internet - the problem with this solution is that you must "surf" the internet FIRST in order to arrive at the content you want inscribed or added. PDAs replacing the PC are at least ten years away from even coming close. Many things must first come. The "dead" PC remains a bad notion. I realize that Nok's CEO (for whom we all have infinite respect) believes the handset will replace the PC - WELL OF COURSE HE DOES HE SELLS HANDSETS. He also lives in Finland where the society is fully wired. Interestingly though, PC sales in the Scandinavian countries were up more these past few quarters than in the past. Does this mean that the handset lovers are coming to understand that a handset without a PC can be limiting? The answer to this question to the many who live there and have become handset dependent - yes. In reference to dying or rising products in the wireless community, Andrew has been near perfect. I'll take his view over other sellside analysts who are negative on the future of the PC. Andrew bases his PDA comments on years of research in the wireless community. His statement comes across as hokey, but it is backed up by many technological milestones that must be first achieved. Both sellside and buyside research his views relative to which companies to buy into. Come to think of it. Seybold writes a lot like Kemble. Maybe they're cousins.

To: kemble s. matter who wrote (158087)	6/22/2000 5:52:00 PM
From: D. Swiss	Read Replies (1) \| Respond to of 176387

Kemble babes, strong institutional buying today: thomsoninvest.net :o) Drew-

To: kemble s. matter who wrote (158087)	6/23/2000 2:06:00 PM
From: kaka	Read Replies (1) \| Respond to of 176387

Hi Kemble, Re: Seriously....You know my stance...I'm not betting against anything that DELL jumps into....They don't jump in the water until they know they can win the race....If they are producing a product or service as a long term and long time shareholder I am inclined to believe that this is an "OPPORTUNITY".... I lost lots of credibility among my friends as a stock picker this past year for banging the Dell drum. I don't own enough DELL shares to rank as a Dellionaire, but DELL has been very good to me from early 1997 to early 1999. Their past performance and the statements made by DELL management made me buy more DELL periodically in the mid 40's, and to rabidly recommend the stock to others as inexpensive. Those who listened have seen a nil return for over one year, which qualifies as long term to many. If all the good news can't break DELL out of its trading range, what will? And how much time do you give it before you say enough is enough, the stock has been stagnant too long despite what they are doing on the business side, and it is time to profit take and get my money working elsewhere. I haven't figured out the answer yet. I'm too chickens__t to sell my DELL! Anyway, I'll be mountain biking up "cardiac hill" then around Lake Awosting this weekend. If I see anyone on 299 or 44/55 wearing a DELL t-shirt, DELL hat, DELL sneakers...etc...foaming at the mouth, chanting "BUY DELL, BUY DELL", I'll scream "KEMBLE!!" Good Weekend, Kaka