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

To: D.J.Smyth who wrote (162365)	10/25/2000 11:55:43 PM
From: TigerPaw	Read Replies (2) \| Respond to of 176387

you didn't ask for another ... Impressively long post, but what was the connection to Dell? TP

To: D.J.Smyth who wrote (162365)	10/26/2000 1:30:23 AM
From: canuck-l-head	Read Replies (1) \| Respond to of 176387

DJ: With complete honesty, I admit that I'm more inclined to analyze any given sector from quarter to quarter, never mind projections into 2001 and 2002. Even semiconductors were touted by analysts and brokers alike all summer long and well into September. They were the ones that were going to "outperform". "Sure bet." "The Real McCoy." "Gotta love it." "Cheque's in the mail." Right. I think analysts and brokers alike had best get a grip on what is happening right now in front of their noses before they spew off about what is going to happen 2 years from now. Shit. The Euro is falling like a knife, and nobody wants to step in to help. The US and Canada did, they bought all kinds of Euros recently. It was a psychological boost, that's it. In my opinion, let the frigging thing fall. If it was overvalued when it came about in January of 1999, then what is happening was inevitable. There were doom and gloom predictions about the Euro 23 months ago, and there was people saying it was going to reinvent the wheel. If the frigging Euro keeps falling, there is going to be a depression, never mind a recession in Europe. Then Ericcson and Nokia can have all the handhelds they want, and no-one is going to want one. Maybe then they can sell them to camel jockies in Saudia Arabia who are out riding their camel checking their oil leases. With the wars in the Balkans, the fall of communism in China, the collapse of Russian society, government beaurocracies in Germany, France, Greece and pretty-much every other country in those parts of the world, it is amazing that the technological world is whizzing along at the pace that it is. Handhelds are great for Japanese and probably other densely populated countries. Why? Because space and privacy are at a premium. There are far more handhelds in Japan per capita than North America, not because of "high traffic corridors" or "densely travelled geographies", but because of the make-up of social dynamics. You can punch in a message on a handheld while riding a crowded subway train in Japan, and no-one will know what you have typed. Pull out a laptop, and you won't even find enough physical space to open the thing up. There are obstacles to implementing ANYTHING worldwide. Take Bluetooth, the technology that is supposed to keep you linked to your smart oven and your smart air conditioner and your smart house alarm, 24/7. Fact is, Bluetooth is a wireless protocol developed and licensed by SIG, Bluetooth Special Interest Group. Ya, I saw all kinds of wonderful displays at Comdex last fall that alluded to how Microsoft is going to take the idea and run with it. Not so fast. Ericcson, IBM, Intel, Nokia and Toshiba were the five founders. Microsoft, 3Com, Motorola and Lucent all came on-board after. Problem is, by using Bluetooth, you are bound by the requirements of the SIG. In addition, Bluetooth operates on 2.4 GHz, which is the same frequency that the French military uses. Big boo-boo. The French military came first. In addition, airlines are reluctant to see the transmitters (which may come on-board with their passengers) intercept communications or navigation. An on-off switch is the best thing anyone has come up with to avoid this potentially lethal "event", but I wouldn't be personally comforted unless everyone going through security had to hand in their transmitter. I mean, what's to stop one from accidently getting switched "on" in somebody's pocket while they are trying to crawl over some overweight, under-empowered fellow passenger while trying to get to their seat? You are right to question those who sound like they know everything, and use any means possible to substantiate their lofty platform. Sigh. canuck-l-head