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 : Hewlett-Packard (HPQ) -- Ignore unavailable to you. Want to Upgrade?

To: PCSS who wrote (601)	5/23/2002 12:54:06 AM
From: The Duke of URL©	Respond to of 4345

One could, if one chose, should one be so inclined, to veiw Linux as nothing more than an interim stop gap sort of software version of the Star Trek Transporter Room.... An, dare I say, interim stop to wean the customer away from Unix based operations on which they have relied on for 30 years, and that Linux shall succumb to the same fate as unix. Specifically, in this case IBM will not resist the temptation to proprietize its version of Linux to sell its very own IBM hardware!!!! This will prove in the fullness of time to be, how should I say, uh,.....shortsighted. Meanwhile, back on Naboo, Microsoft/Intel/HP's vision of dot.net starts to become clear: cheap, repetitive solutions for what used to be expensive proprietory space. They (IBM, SAP, ORCL, SBEL, etc) will fall to the Dark Side of the Sourcecode.

To: PCSS who wrote (601)	5/23/2002 10:41:23 AM
From: Elwood P. Dowd	Read Replies (2) \| Respond to of 4345

and then there's this challenge Thursday May 23, 9:59 am Eastern Time Bear Stearns Analyst Says Dell May Be Eyeing Printer Market Donna Fuscaldo Dow Jones Newswires NEW YORK -- Dell Computer Corp. , king of the low-cost business model, may be setting its sights on the printer market, said Andrew Neff, an analyst at Bear Stearns. ADVERTISEMENT Mr. Neff, who had a one-on-one meeting with Dell Chairman and Chief Executive Michael Dell Wednesday in Austin , said the company wants to capture ink revenue, which traditionally has higher margins and is considered a crown jewel for competitor Hewlett-Packard Co . . While Mr. Neff said Dell didn't give a specific answer or details as to the company's printer strategy, he said his read was that Dell wanted a piece of the market, considering it wants the revenue from ink cartridges. "We get the sense Dell is trying to raise the competitive heat among printer vendors," Mr. Neff wrote in a research report Thursday. "It appears to us Dell has not made a decision yet, but is working through the options." Currently, Dell sells printers made by H-P, Lexmark International Inc. , Canon Inc. (CAJ), and Epson, but Mr. Neff said the company doesn't get any revenue from ink cartridges since they are typically bought in retail stores. Like with razors and blades, the ink cartridges, not the printers, are seen as the money makers for printer companies because of the recurring revenue stream. So how is Dell going to attack the printer market? Mr. Neff said there are multiple possibilities, including an acquisition, striking an original equipment manufacturing relationship with a top vendor in which Dell puts its name on the printer, convincing H-P and Lexmark to give Dell a share of ink revenue, or Dell making its own printers. The analyst noted that an acquisition isn't likely because acquisitions aren't "Dell's style." Nor is it likely Dell will make its own printer, noted the analyst. While Dell didn't provide any hints on timing in its possible entry into the printer market, Mr. Neff is pegging it at six to 18 months. He said Dell getting into printers could have a negative impact on H-P, since the printer business is H-P's primary source of profitability. An official at Dell wasn't immediately available for comment. - Donna Fuscaldo, Dow Jones Newswires; 201-938-5253; donna.fuscaldo@ dowjones.com