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

To: t2 who wrote (164975)	4/26/2001 6:30:05 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

<<That is why I find it hard to understand why Dell has not launched something similiar.>> I agree...DELL likes to be a FAST follower in big markets. IMO, they should be launching a wireless device sooner rather than later. Many companies are standardizing on products in this space. There is no sense in having folks get too comfortable with a PALMpilot when a better alternative may be available. Its time for DELL to come out with something that's better by design...=) Best Regards, Scott

To: t2 who wrote (164975)	4/26/2001 8:14:02 PM
From: D.J.Smyth	Read Replies (2) \| Respond to of 176387

NV, CPQ stated in their report that iPaq has higher margins. i don't think Dell missed this point. they also stated that they are significantly ahead of their class in the wireless arena utilizing "unique applications"... it is true that they are ahead and that they own their several TDMA and CDMA patents and applications as applied to the PC and workstation. CPQ has been running both wireless attachments and built-in applications for the past several years, and does apply some of those applications currently in Europe (and U.S.) to their stations. so CPQ has been pursuing both the licensed spectrum applications (TDMA, CDMA, GSM, GPRS, etc) and the unlicensed spectrum - that is, 802.11 and other fixed - far longer than has Dell but, i don't believe that CPQ owns anything so unique related to wireless PCs that Dell can not obtain elswhere if need be. i don't believe that Dell needs to come to CPQ to obtain the newest wireless applied solution. it is hard to conceive that Dell will end up paying CPQ royalties for their "unique applications" Dell can cooperate with firms like Nokia to obtain whatever built-in GPRS applications they need. MD stated over a year ago that Dell was pursuing GPRS. This is good...but, then MD comes out and says six months later, in a confirming statement with Microsoft, that 802.11 will be the application leader...and so Dell buys the 802.11 connections they need from Intel and others. Well...802.11 is a hot dog in the U.S. for small firms, but has many interference issues to resolve if used extensively. 802.11 is not very prevalent in the rest of the world. 802.11 probably has a limiting future; but someone certainly sold Bill Gates on the idea. but, Bill is kinda running behind in wireless software; great solutions, but still too proprietary Europe, Japan and China, which comprise 65% of the worldwide wireless markets are utilizing licensed spectrum solutions. The same unlicensed spectrum in the U.S. is not the same utilized abroad; there is no standard relative to unlicensed spectrum; so each time you need to hop frequencies you end up needing a new fart around system Principally unlicensed is "free", licensed is rented from the government. Bluetooth utilizes unlicensed spectrum in order to transmit, for example. in all these respects Michael hasn't presented a definitive wireless path other than through 802.11, already offered and being implemented by Dell. Dell Mobile PCs in Europe utilize pmciaII card type attatchments for accessing the licensed wireless spectrum. Card attatchments, however, tend to slow down the transfer of information and is not considered adequate for long term wireless means. So, CPQ's claim of being "ahead" in the wireless" is true, but at the present time it isn't worth much. Toward the end of this year and next it will mean much, much more; for now, Dell has significant time to get their cost effective built-in applications in place