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


To: jhg_in_kc who wrote (75326)10/28/1998 7:05:00 PM
From: divvie  Read Replies (2) | Respond to of 176387
 
Mainframe model:
The internet is a good example of the mainframe model where we have the thin client (the browser) and the fat server (the whole of the internet infrastructure). Another good example is where companies have web enabled a lot of their servers (mainframe, Unix, VMS, AS/400) and created intranets where the clients are simple browsers. Queries can be performed as well as simply showing static pages.
Furthermore, when client server was new and all the rage, companies spent huge amounts on creating fat client thin server systems, three tier client server, and now a lot have come to the realization that with something like an intranet the thin client fat server is best for TCO and data management. You do not have dumb terminals as the client but the emphasis goes back to the server.
However, why I think that this affects DELL is only in the context of when people talk about information appliances that will become consumer items much like a VCR, TV or telephone. I've already bored people to death about the need for these things to be much easier to use, requiring a totally new way of thinking in OS design etc.
In this light, some people suggest that DELL is doomed and even I have said that the Sonys of this world will invade that space. But the fact remains that you will need very powerful servers in the background (I think you mentioned MSFT's Megaserver concept). This is where DELL will keep growing.