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


To: Boplicity who wrote (159200)8/5/2000 9:31:45 AM
From: Sig  Read Replies (2) | Respond to of 176387
 
Hi Greg:
I know you are having fun out there- with a chance to
win an SI vote today.
There may be little to be said for certain about stocks or the market,but I am 100% sure we are playing on the right ball field( or golf course)G. The mighty techs.
Put the stocks you have recently mentioned (jdsu, orcl,sunw, etc) and put them on a ten-year chart. Then add
the old guards ba,bac,wmt,dis,dd,amr,ko,f,s,gm)
Show me the money !
People will say we risk the high P/E's but.....
How about the single airliner crash that can wipe out
the company ?. Or another Edsel design, the asbestos
provider, the silicone inserts, the tobacco companies.
Now consider that Chinese rice-farmer with no worthwhile roads, no gas station, no cars, no 'highline'and few $ to spend.
One of the first things he may be able to afford is
a battery powered palm pilot or cell phone. With voice, with video,with music- a magic box.
Wireless-yeaaaaaaaaaaaaaaaaaaaaaaaaaaaaaah
(but this don't mean I own ericy ,nok or qcom)
Perhaps a poor example, so consider that every truck driver or oil field worker will stay in-touch via wireless. As will the valve positions on pipelines be monitored. Hmmmmmmmmmmmm Let me know when to get back into Qcom , please.
Regards
Sig



To: Boplicity who wrote (159200)8/5/2000 1:59:39 PM
From: calgal  Respond to of 176387
 
Thursday August 3, 8:59 am Eastern Time
Press Release
SOURCE: IDC
IDC Survey Finds Thin Clients Are Replacing PCs at Some Companies
Reasons for Thin Client Purchases Vary According to Company Size
FRAMINGHAM, Mass., Aug. 3 /PRNewswire/ -- Thin clients are becoming increasingly popular. According to IDC, shipments of these devices increased a solid 90% in 1999, and in a recent IDC survey, almost 75% of respondents said thin clients are an acceptable alternative for some PC users. In fact, more than 50% of respondents have replaced PCs with thin clients.

IDC's survey indicates the primary reason companies are purchasing thin clients is because of their reliability. The second most important factor in their decision is ease of use, followed by performance.

``End users expect thin clients to be reliable, easy to use, and good performers. In addition, they should allow access to Windows applications, be cost effective, easy to install, and secure,'' said Bruce Stephen, vice president of IDC's Worldwide Personal Systems research. ``A strong message from our data is that vendors of thin clients need to pay attention to reliability.''

IDC's survey indicates the reasons companies purchase thin clients vary by company size. Small sites (fewer than 100 employees) employ thin clients to improve their IT management practices and reduce desktop complexity. Midsize companies (100-499 employees) are turning to thin clients because of the centralized control and ease of management they provide. Large companies (500 or more employees) purchase thin clients to lower their total cost of ownership. What is really encouraging for thin client vendors is that approximately 25% of respondents indicated there is no major inhibitor preventing them from purchasing thin clients.

IDC asked respondents what brand came to mind when they heard the term thin clients. Citrix was the number-one response. ``This indicates the software side of enterprise thin clients often ranks higher in end users' minds than the hardware side,'' Stephen said. ``It also shows the money and years of development and marketing Citrix has devoted to thin clients have paid off.''

On the hardware side, Wyse was the most frequently mentioned vendor. Dell and Compaq received a surprisingly large number of mentions considering they are both relatively new to the thin client market.

``Vendors should strive to distinguish themselves in this market by concentrating on technology, quality, and becoming value leaders,'' Stephen suggested.

IDC recently surveyed 175 U.S. businesses about their use and planned use of thin clients. The survey's results are published in an IDC special report titled Enterprise Thin Client Survey: Customer Direction and Buying Behavior. The report discusses respondents' plans to purchase thins clients, brand recognition, Windows 2000 as a potential market accelerator, willingness of respondents to purchase Linux-based thin clients, and customers' perceptions of the pros and cons of PCs versus thin clients.

To purchase this report, contact Patrick Steeves at 1-800-343-4952, ext. 6787 or at psteeves@idc.com.

About IDC

IDC delivers dependable, high-impact insights and advice on the future of ebusiness, the Internet, and technology to help organizations make sound business decisions. IDC forecasts worldwide markets and trends and analyzes business strategies, technologies, and vendors, using a combination of rigorous primary research and in-depth competitive analysis. IDC provides global research with local content through more than 500 analysts in 43 countries worldwide. IDC's customers comprise the world's leading IT suppliers, IT organizations, ebusiness companies, and the financial community. Additional information can be found at idc.com.

IDC is a division of IDG, the world's leading IT media, research and exposition company.

All product and company names may be trademarks or registered trademarks of their respective holders.

SOURCE: IDC

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