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 : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Seamus McKenna who wrote (86691)	11/12/2000 2:48:05 PM
From: Bosco	Respond to of 97611

<ot>Hi Seamus & El - while I am happy CPQ has a very good handheld that should be a great seller, it may be a mistake for DELL to enter the mkt when PALM, HAND, CPQ and HWP have already had major product offerings. There are also a slew of related devices like RIMM and MOT. More important, PALM, CPQ and HWP are engineering class acts. Their respective devices are more or less a fixed model. These companies will rely the yield via engineering and manufacturing prowess to provide a fat margin. DELL's BTO model may be like fish-out-of-water here. Instead, it should use its marketing power to garner a piece of the sale. Sure, being a VAR may not provide the best margin, but DELL simply is not famous for being its own OEM and these devices do rely on yields. Just a guess though best, Bosco