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: Chuzzlewit who wrote (63758)	9/4/1998 5:28:00 PM
From: jhg_in_kc	Read Replies (2) \| Respond to of 176387

Chuzz, Re: <JHG has brought up the only cogent potential negative that I have seen thus far -- the possible replacement of the PC with a more inclusive dumb computer designed to operate on the web. I think it is a development that we will need to monitor to ascertain whether it is a real threat, and if so, will it threaten Dell given its customer base.> Thanks for the compliment. I am pleased to offer information to this thread from whose members I have learned so much. I feared I would not be able to offer much knowledge or advice in return. So I am glad to have been of service even if my concern was a possible negative. We need to be on the lookout for negatives though IMO so as not to be surprised by them and lose money as a result. I don't think the dumb computer linked to the Internet will become a real threat unless corporations employ this Pc configuration company wide(not individuals) then Dell's corporate, governmental customer base might be under assault by a new, for want of a better phrase, "Internet appliance distribution company". I have no idea how likely this might be, if at all. I do think we should address this issue though-particularly if the cat has raised my lowly post on this issue to the level of stock analysis <g> jhg

To: Chuzzlewit who wrote (63758)	9/4/1998 9:38:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 176387

Chuzz, I think I also mention...at least 2 times now that there will be in home IP appliances which will reduce the need for PC's. TOday many folks purchase PC's simply for web access, when you can get WEB access from your TV (WebTV) then the market for PC's will be impacted. I know that today the consumer market for DELL is a small part of their business, but I think this market is important for DELL if they intend to continue growing. IP Telephony will not require the PC as IP telephones are already in draft. PC's will be application oriented devices and will not be the conduit to the network as many folks think. OG