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

To: Chuzzlewit who wrote (67003)	9/23/1998 5:50:00 PM
From: mrknowitall	Respond to of 176387

Chuzz - looks like a co-marketing "one-stop-shopping" venture into GTW "consumer" territory (When you get a GTW machine and fire it up it hooks you up to the net to the GTW site). I'll have to think about that one for a while, because personally, I'm not much of a one-stop kind of shopper. (I still like component stereo systems from a "best of breed" ideology.) As to the ADSL technology, this is almost red-herringish. (Can I say/write that? - bet it comes out red! <vbg>!) What companies like SBC are doing is trying to delay their subscriber base from slipping off to the cable companies and other bypass technologies by making these kinds of pre-pre-pre-availability announcements. The fact is the "last mile" of telephone wire isn't up to the task in too many places, and the two dominant ADSL "standards" are still vying for market share - compatibility is going to raise its ugly head soon, too. Not only that, the local tarrifs and rates (if they're even set yet) are splattered all over the map. Very strange, indeed. Pre-emptive strike maybe? If it is, I think they may have wandered into a mine field. But, when you're as profitable as Dell, you can test things. Mr. K.

To: Chuzzlewit who wrote (67003)	9/23/1998 6:32:00 PM
From: Jerry Miller	Respond to of 176387

"I don't understand why this means anything in particular for generating new Dell business." telephony "landmines" notwithstanding, quite simply it means more hits. "Anybody care to explain what this means in practical terms?" it means you can't score without the ball.

To: Chuzzlewit who wrote (67003)	9/23/1998 7:06:00 PM
From: Lee	Respond to of 176387

Chuzz,..Re: I don't understand why this means anything in particular for generating new Dell business. It means with internet connections growing at astronomical rates, that Dell will be positioned to help existing and prospective new customers to connect pronto. A telling aspect of Dell's business savvy - ''We talk to our customers, and they've told us they want easy Internet access and the ability to customize content,'' said Paul Bell, senior vice president and general manager of Dell's Home and Small Business Group They actually keep close contact with their customers! What a concept. Should put Dell right out in front however the telco/cable dispute gets resolved, Dell already has a solution. ADSL modems - didn't we discuss this in June? Regards, Lee

To: Chuzzlewit who wrote (67003)	9/23/1998 9:38:00 PM
From: Boplicity	Read Replies (3) \| Respond to of 176387

re: Okay, call me stupid, but I don't understand why this means anything in particular for generating new Dell business. Anybody care to explain what this mean in practical terms? Never would I, lowly Greg, call you stupid. I will give this a try though. One of the barrier to wide spread use of xDSL is the cost of sending a telco technician out to your house to install the the device. xDSL is much more complex then v90 modem is by far, so if DELL does then for them, the cost goes down. So, if customers want xDSL service with out the hassle and at a lower cost, they buy a DELL, not to mention the telco promotional tie in of DELL and xDSL together too. Greg