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

To: D.J.Smyth who wrote (163036)	12/1/2000 7:14:49 PM
From: rudedog	Read Replies (2) \| Respond to of 176387

D. J. - if I was always right, I would not have bought DELL LEAPs when the stock was at 33, or Feb calls when it was at 25... and the handheld thing is just one man's opinion. But your talk about bandwidth and streaming video is not much of a laptop versus handheld issue. I have an 802.11B wireless network at home which gives me plenty of bandwidth to watch video - but I don't do it very much, and almost never from my laptop. My kids play on-line video games which burn a lot of bandwidth, but they do it on a desktop with a big screen, not a laptop. The 1% fringe case will not keep the utility of handhelds from driving a shift away from laptops. CPQ is selling about 100,000 handhelds a month, and they are supply constrained. By the way, the iPaq supports the 802.11B PCMCIA card - so WAP and the rest is not really that much of an issue. I don't think cell phones are the handheld wave of the future, and WAP is a temporary thing...