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

To: Sig who wrote (171574)	11/13/2002 10:04:48 PM
From: calgal	Read Replies (1) \| Respond to of 176387

Dell handhelds to have Microsoft operating system 11/11/2002 URL:http://www.dallasnews.com/business/technology/stories/111102... Associated Press AUSTIN - Dell's upcoming line of handheld devices, which will cost less than $300, will use Microsoft software instead of the competing software from Palm Inc., a Dell spokesman said Monday. Spokesman Cody Pinkston said Dell decided against Palm OS 5 technology because Microsoft's Pocket PC was a better fit for Dell's move toward standardization, or focusing on products that are made by more than one company. That allows for price competition, an area where Dell flourishes because of its made-to-order direct model that keeps its operating costs and prices low and profits high. Dell's unveiling next week of the device, to be sold under the name Axim X5, ends more than a year of speculation about the Round Rock-based company's entrance into the growing handheld market. Analysts say Dell's ability to keep prices low and still make a profit, unlike competitors such as Palm or Sony, is a very big deal in the handheld industry. Dell's device is similar to models by competitors that sell from $500 or more. "It probably is the biggest singular event since Microsoft introduced Pocket PC 2002 to the market," said Todd Kort, a handheld analyst at Gartner Inc. "It ranks with those things because Dell is going to really upset the entire market." Kort expects Dell to snag 30 percent of the U.S. handheld market next year by selling more than a billion units. Dell plans to make the Axim X5 available with two configurations. "It's like a four-cylinder and a V-6," Pinkston said. The $199 version – the price reflects a $50 rebate – and features a 300-MHz XScale processor. The other, priced at $299, has a 400-MHz Intel XScale processor. The cheaper device comes with a cord to connect into a personal computer while the higher-end comes with a cradle. Both come with Dell customer service, rechargeable and removable lithium ion 10-hour batteries and 31/2-inch "transflective" screens that are easy to see in any kind of light. "A lot of the units on the market have the rechargeable batteries but not many of them are removable," Pinkston said. The devices weigh about 7 ounces and have jog dials as well as features such as voice recording, speakers and slots that allow use of digital cameras and other technology. Dell's use of Pocket PC comes as Microsoft has been courting manufacturers aggressively and landing deals with cell phone carriers to market devices that run its technology. The software can be used in handhelds, cell phones and other devices. Kort said he wouldn't be surprised if Dell eventually begins selling the devices with Palm software once it makes a statement to competitors IBM and Hewlett-Packard that already sell Microsoft-based handhelds. "It makes sense for Dell to go with Pocket PC first mainly because Dell is more focused on corporate customers rather than individual-end users. Secondly, they do want to attack Hewlett-Packard to some degree. So that make sense to attack what Dell perceives to be a cash cow at H-P." Palm, which currently makes half a dozen models of handheld computers, plans to release a new line this fall. One of the devices will be priced just below $100, in an effort to pull in potential users who may have shied away because of price. Other new models will have audio and video software, a built-in phone and improved wireless technology.

To: Sig who wrote (171574)	11/14/2002 10:49:04 AM
From: kemble s. matter	Read Replies (2) \| Respond to of 176387

Sig, Hi!! RE: The last estimate of the market size by Dell about a year go was around $800 bil,and now they have new products. So, you see, there's this new "kid" in our PE office...22 yrs. old and fresh out of school...Really nice guy...Sure he questions why I play on this PC during lunch or on the morning break...Wonders why I love this company...The company of which all our PC's have the same name (and his home one too)...Well, it's been 10 weeks now...Grades for 1st qt. are in...Nice start to the year...He had some money awhile back...Told him of Bill's "best opportunity in my life" when DELL was 23 and change...He just saw today's price with your statement above...He's a lot like me...Doesn't adore Math :o) ...But, I saw the smoke comin' from his ears after I told him that DELL was just a little over $30B of that number...Yeah, he already understands why DELL is DELL...I think he's gonna be purchasing some shares soon...Afterall, he's just 22... Best, Kemble

To: Sig who wrote (171574)	11/14/2002 11:22:05 AM
From: John Koligman	Read Replies (2) \| Respond to of 176387

Hey Sig, sounds like we are aligning on the same page for a change <ggg>. It's hard for me to start making the transition from a day trader to partial buy and holder, but I think that is now the way to go. I do think you will make more on a percentage basis by going a bit more speculative than Dell if you are inclined to do so. I've been picking up SUNW and EMC along with my JDSU buys along the way. Only firms with low single digit stock prices and fat cash balances/no debt. Some have already doubled and with more hints of 'stability' from several big tech CEO's, they might even approach double digits at some point next year. Those would be fat percentage gains off their lows. We shall see. As for Dell, hard to see it make a huge dollar move, the market cap is already 'up there'. Everyone keeps talking about revenues/units, but Dell has been pumping them out, problem is at $499-$999 you are treading water in the 'E' category. Best regards, John PS - Of course that doesn't mean Dell can't FINALLY break 30 and move up from there.