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: Dell-icious who wrote (75343)	10/28/1998 6:02:00 PM
From: Sig	Respond to of 176387

<<<<What do people think of this Forrester Research report?>> Well, not much here.Lacks vision in it to cover the inevitable growth and and improvements in computers, routers, servers and Web traffic. Intel and others will be coming out with even more new faster chips 56 k modems will be obsolete, storage requirements will grow like weeds The present and near future designs of computers being sold to fix the yr2k problems will not be 'state of the art' for very long. The ratio of computer costs to employee costs will be coming down fast( if they are right about the cheaper computers).Which means companies can afford to upgrade even more often to improve employee efficiency. And what about the Eurodollar, the Chinese, and the Brazilians, and the etc. What, me worry?????? Sig

To: Dell-icious who wrote (75343)	10/28/1998 7:29:00 PM
From: Mohan Marette	Respond to of 176387

Forrester,Schmorrester ! What do I think? Hog wash is what I think... and I tell you why,give me a minute,I will be back.<g> PS:I mean that.

To: Dell-icious who wrote (75343)	10/28/1998 7:47:00 PM
From: Boplicity	Respond to of 176387

I have one word and a number for them Windows 2000. Greg

To: Dell-icious who wrote (75343)	10/28/1998 10:35:00 PM
From: Mohan Marette	Respond to of 176387

Ref:Forrester Research report. Dell-icious: I wanted to read that report again before I said anything,now here is my take on it. 1)I think the statistical sample used in the research is too small.I don't know how in the world they can make any meaningful conclusions after interviewing just 50 Fortune 1000 companies in the U.S and 100 allegedly leaders in technology,hell most of them probably wouldn't know what is going to happen next quarter,let alone 2000 and beyond.If you watched Intel's CEO Barrett(sp?) during the conference all at the time of their recent earnings release you would know that he didn't want to give the analysts any guidance for 1999. 2)Too many assumptions-They talk about 'cheap appliances' taking over the present day computer,unless they have employed the services of a psychic these things are hard to predict. 3)The PC industry is not going to rely on the U.S market alone,even in the U.S a good many small and medium size business are not fully computerized yet and also the report discounts the possibility of any new companies that may spring up in 2000 or beyond.As far as I know there are thousands of companies that are being born every year,they may not all survive but that is a lot of computers,also consider majority these new companies will be in the technology arena. 4)They fail to mention more than 60% of the world is yet to catch up in technology they are not all going to suddenly quit buying computers come 2000 and beyond,heck many haven't even started buying them yet. 5)Y2K-Just because a lot of hardware will be replaced in 1999 doesn't mean all the companies are waiting around for 99 to replace them,some might have already done it,some will do it 98,some a lot of them may do buy in 99,but then the guys who bought PCs a couple of years ago may replace their old one in 2000.Forrester forgets the upgrade cycle completely as you know the PC has a very short life and need to be replaced every couple of 3 years to catch up with advancing technologies.I thought 'planned obsolence' is built in to the equation. Anyway these are some of the reasons I think the report is hog-wash as I stated before 'cos I do believe it is flawed,however I am willing to capitulate and take back everything I said provided Forrester can prove they have the power of clairvoyance on their side.<g> PS: If you remember the report was out a few weeks ago and the analysts who saw it are already debating the issue,probably because it doesn't make any sense at least to some.