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

To: jhg_in_kc who wrote (74943)	10/27/1998 3:06:00 PM
From: Joseph Francis Torti	Read Replies (2) \| Respond to of 176387

bought back at 64 5/8 then it plunge still not convinced huh.

To: jhg_in_kc who wrote (74943)	10/27/1998 5:13:00 PM
From: Lucretius	Read Replies (1) \| Respond to of 176387

very possible

To: jhg_in_kc who wrote (74943)	10/27/1998 7:58:00 PM
From: K. M. Strickler	Read Replies (1) \| Respond to of 176387

jhg, Re: Megaserver - I think that there will always be some minimum amount of hardware required to perform the interface to the Internet. Maybe the sub 1K machine will have a niche there. Certainly, for someone like my dad (87) who only uses the Internet for e-mail and a very limited amount of 'surfing', his $799 special will be all that he will ever need. If he expanded to some of the other tasks that computer is capable of doing, then he would have to upgrade, but even at that, $18-$1900 ought to do the trick. Regards, Ken

To: jhg_in_kc who wrote (74943)	10/27/1998 8:21:00 PM
From: divvie	Respond to of 176387

Internet appliance: I'm sorry if you've heard me say this before but, I still don't think that anything like this will penetrate over 50% of US homes until whatever it ends up being is easy enough for my mother to use. PCs will never have the penetration of TVs, VCRs or telephones until some one comes up with an OS that is nothing like anything MSFT has now or up its sleeve. Bill Gates is probably right with the Mega server idea. I have this recurring discussion with someone on the bear thread about how more powerful servers will still be in demand while the "thin" clients get cheaper and easier to use. This is the market that will secure DELL's future as the consumer market will be taken over by Sony etc.. But as long as MSFT controls the desktop I cannot see this happening for a very long time. BTW, this is not a short sighted dig at MSFT. I really believe that it will take a paradigm shift (hate that term) in OS design for the PC (or whatever replaces it) to be as ubiquitous as the telephone. Price alone will not do it.

To: jhg_in_kc who wrote (74943)	10/27/1998 9:27:00 PM
From: Ex-INTCfan	Respond to of 176387

I don't think I'd want to design web pages from my couch. PC appliances will be popular, and may be the main means by which the user with simple needs accesses the web. As bandwidth increases, I can see them becoming more popular. What does it mean for PCs? Hard to tell. My guess is that PCs will be around for a while, and will continue to be popular among those who use them for a living. I'd give appliances the edge on the entertainment side, depending upon how they are priced. The big question is, who will benefit from appliance sales? Will it be Dell or Sony? Nomatter which side benefits (and both may), I think it is fair to say that MSFT and CSCO can play off this trend, along with cable companies. JMHO I