SI
SI
discoversearch

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


To: D.J.Smyth who wrote (164318)3/7/2001 1:04:16 PM
From: A.L. Reagan  Read Replies (1) | Respond to of 176387
 
Interesting report from PJ. I'm quite long (and long-suffering) in the wireless world, so to the extent the report replaces "hope" with "data" that's welcome.

Comment on Dell Ventures is just cocktail-chatter hunch from hanging out here in Austin and seeing a few of the start-ups funded by D.V. turn out the lights. To Meredith's credit, these are getting axed when the business model doesn't seem to be salvageable, versus when they run out of cash.

My next door neighbor business just bot a network-attached disk array from Dell to complement his Dell server, and is very happy with price and performance. He's a Dell vendor as well, as are several other of my tenants.

I hope DELL seriously kicks ass because a lot of my investment in real estate in Round Rock is affected by Dell. That doesn't, however, change my opinion of the S/T stock price direction.