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: John Koligman who wrote (165300)	5/11/2001 10:46:21 AM
From: willcousa	Read Replies (1) \| Respond to of 176387

So Lou is making his money servicing and financing IBM PC's? I am missing something here.

To: John Koligman who wrote (165300)	5/11/2001 11:04:08 AM
From: D.J.Smyth	Read Replies (2) \| Respond to of 176387

"That outlook led to IBM's efforts to make chips for telecommunications devices and net-access devices which, he maintained, "will dwarf personal computers by an order of magnitude." how is this? the smaller chips that handle more data only make PCs more cost effective. the improvements don't change the concept of the PC, it only improves the quality of it. they don't eliminate the the PC or dwarf it's place in society. despite all the improvements in voice recognition i think we'll find that users who employ recognition schemes will discover that they'll be spending more time editing than speaking. there remains no current quicker substitute than the keyboard for official communication. certainly Gertsner is losing the PC war. it's partially called self-denial and justification. so IBM is losing the PC war. instead of saying this out loud, they come up with a verbal scenario that leads one to assume IBM is casually flipping the dial to find a different, improved tune. but they are losing, regardless. is MD stupid for creating the war, or is he smart for winning it (so far)? did you know i read the same thing from CPQ's chief in 1995 when Dell's pricing was undercutting their's? price wars appear more stupid to the losers. besides, IBM's ultimate technology "dwarfing" is still four years away. what happens in the meantime to the PC? i agree; a significant problem is the last mile. most xdsl installations still encounter slower switching in the last mile defeating its usefulness. the pc replacement cycle is tied to the ultimate willingness of the telecoms to 'improve' their switching means. they have developed standards to address last mile issues. it is now a matter of implementing those standards on a worldwide scale, t1.