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

To: kaka who wrote (160631)	9/12/2000 12:50:45 PM
From: D.J.Smyth	Respond to of 176388

kaka, there remain a large number of applied versions of WAP (still much confusion in that realm). WAP, in and of itself, is not what will distinguish winners from losers. it's a number of factors including choice of SoC, air interface, applied wireless protocol, user interface. certainly this is a better agreement for NOK than CPQ since NOK wants their applied version of WAP to become the standard. the combined marketing agreement bw NOK and CPQ could prove to be a boost for CPQ. is it bad for Dell? since there remain 50 to 60 versions of applied WAP, since Lucent and ERICY still control over 65% of the infrastructure sales worldwide, since both these firms have yet to chose a single "partner" for wireless application servers, since the field remains wide open for Asian players (where the market is moving), Dell's opportunities remain formidable. the answer: absolutely not. the field is wide open. this is the new frontier. The wireless market has been moving to Asia - where the population supports this move and where 70% growth rates are being witnessed annually. It is as important that the PC players obtain Asian partners as well as European. Asia is NOK's weakest market. this is one reason why NOK has chosen air interface licensees with a strong presence in Asia (one they bought) (should note that NOK's growth rate in infrastructure has exceeded that of ERICY the past two years; but ERICY continues to harness a commanding presence - but even this factor does not preclude a Dell/Ericsson, or similar pact)

To: kaka who wrote (160631)	9/12/2000 1:18:10 PM
From: D.J.Smyth	Read Replies (2) \| Respond to of 176388

would say this Intel/Dell et all wireless arrangement poses a more fomidable array (thanks to Leigh). Their "standard" making processes may define where WAP eventually goes: (it is one thing to get the manufacturers to accommodate your designs, but more important to get the operators to along as they ARE THE BUYERS - BT and France Telecom represent Europe's #2 and #4 wireless operator and so on) Intel, Dell, Others to Create Wireless Web Standards (Update1) By Cesca Antonelli Santa Clara, California, Sept. 11 (Bloomberg) -- Intel Corp., Dell Computer Corp. and eight other companies formed an alliance to develop standards to make it easier for business professionals to get on the Web through wireless gear. Intel and others in 1996 started the Mobile Data Initiative to examine some cell phone systems. The so-called MDI Next Generation will create standards for security, reliability and ease of use for a range of handheld gadgets, the companies said in a release distributed by Business Wire. Hardware makers, software developers and system operators need to work closely together to boost the number of features for the increasingly popular devices, the companies said. The new group will address how different devices access cell phone systems and focus on other technologies like wireless local area networks. Other members include BT Cellnet, France Telecom SA, Fujitsu Siemens Computers, Hewlett-Packard Co., Motorola Inc., Siemens Mobile, Sonera Oyj and Toshiba Corp. Shares of Santa Clara, California-based Intel, the world's biggest chipmaker, fell 69 cents to 64.69. Dell fell 56 cents to 38.31, while Hewlett-Packard fell 7 to 114 on the New York Stock Exchange and Motorola fell 50 cents to 33.50. Access More Information and Services Above quote.bloomberg.com.