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

To: kemble s. matter who wrote (76336)	11/3/1998 3:56:00 PM
From: stockman_scott	Read Replies (3) \| Respond to of 176387

DELL's efforts in the Cable Modem field are as exciting as the ADSL announcements. Cable Modems are starting to take off (in the last week I have visited friends in Chicago and Des Moines with new Cable Modem service -- they LOVE IT). DELL has a new partnership with a MAJOR cable modem player -- At Home: Dell and @Home Network Announce Collaboration to Provide "@Home Ready" Dell Dimension PCs Alliance Aimed At Improving Broadband Internet Service Experience by Simplifying Sales, Installation, Integration, Service and Support Process October 7, 1998 -- An @Home Network Press Release Dell Contact: Bill Robbins phone: (512)728-4100 email: bill_robbins@dell.com @Home Network Contact: Matt Wolfrom phone; (650)569-5195 email: mwolfrom@corp.home.net Redwood City, Calif., -- @Home Network™ (Nasdaq: ATHM), the leader in high-speed Internet services via the cable infrastructure, and Dell Computer Corporation (Nasdaq: Dell), the nation's leading direct computer systems company, today announced an agreement in principle for a comprehensive marketing and technology alliance to provide Dell customers with easy, fast, and "always-on" access to the Internet. The alliance is the first of its kind for @Home and Dell and is the latest addition to Dell's ConnectDirectsm Internet program. The companies will collaborate to integrate the @Home service with cable-ready Dell Dimension desktop PCs for home and small business customers. The goal of the initiative will be to develop an end-to-end solution for Dell Dimension customers eligible for the @Home service. "Today's announcement with @Home is the latest development in the Dell ConnectDirectsm strategy to provide customers with fast, easy and personalized Internet access," said Carl Everett, senior vice president of Dell Computer Corporation. "Broadband Internet services are changing the way consumers and small businesses use and view the Internet and are a natural fit for Dimension customers who want more from their PCs." The companies plan to begin implementation of the arrangement by early next year in areas where the @Home™ service is available in North America. In the meantime, @Home customers can now purchase Dell Dimension PCs with network cards for a connection with @Home's cable Internet service. "By joining forces with Dell, we're out to speed the deployment of the @Home service with a series of innovative marketing programs that will educate consumers and make the choice clear that cable is the best option when it comes to broadband Internet services," said Dean Gilbert, senior vice president and general manager of @Home Network. Broadband: What the Internet Was Meant to Be As the leading broadband Internet portal, @Home provides consumers with a gateway to compelling multimedia and electronic commerce offerings on the Internet. @Home subscribers experience lavish multimedia features that would drag phone connections down to a finger-drumming crawl, including: Video-on-Demand - users can get the news, up to the minute financial updates and information from respected sources such as CNN and Bloomberg at the click of a mouse; Near-CD Quality Audio - @Home lets users experience near-CD quality audio, sportstalk and concerts via its TuneIn™ feature; Enhanced Games - gamers can take advantage of the extremely low latency multi-player gaming network to battle opponents all over the globe; "Fastest Software Store on Earth" - users have the freedom to test, rent and purchase a broad range of software products through SoftwareNow™. @Home's "always on" connection provides users with instant access to check stock prices, sports scores or traffic updates throughout the day. As a result, @Home has generated more page views per subscriber than are reported by the leading narrowband Internet portal companies. Dell Dimension is the company's award-winning line of desktop PCs for home and small business customers. The built-to-order PCs have led the industry in a number of technology developments, including the rapid transition to Intel® Pentium II®processors. About Dell Ranked No. 125 among the Fortune 500 companies and No. 363 in the Fortune Global 500, Dell Computer Corporation is the world's leading direct computer systems company, based on revenues of $15.2 billion for the past four quarters. Dell designs, manufactures and customizes products and services to customer requirements and offers an extensive selection of software and peripherals. Information on Dell and its products can be obtained through its toll-free number 1-800-388-8542 or by accessing the Dell World Wide Web site at www.dell.com. About @Home Network Based in Redwood City, California, @Home Network (Nasdaq: ATHM) distributes high-speed interactive services to residences and businesses using its own network architecture and a variety of transport options including the cable industry's hybrid-fiber coaxial infrastructure. The cable connection provides users significant increases in speed over conventional Internet services. Leveraging the "always on" attributes of cable, @Home allows for unique multimedia applications that go beyond current Web experiences. Individuals seeking additional information about availability and subscription can refer to the @Home Network Web site (www.home.net). Since its founding in 1995, @Home Network has reached affiliate agreements with eighteen leading cable companies-worldwide, including Tele-Communications Inc., Cablevision Systems Corp., Comcast Corporation, Cox Communications, Bresnan Communications Company, Insight Communications, Jones Intercable, Garden State Cable, Cogeco Cable Inc., Lenfest Communications, InterMedia Partners, Marcus Cable, Midcontinent Cable Co., Century Communications, Rogers Cablesystems Limited, Shaw Communications, CasTel and Palet Kabelcom.

To: kemble s. matter who wrote (76336)	11/3/1998 3:59:00 PM
From: freeus	Read Replies (2) \| Respond to of 176387

re one person in the corporation talking to another group who is talking to the customers, all on phone and all meanwhile connected to their pc's for up to date information. Awesome. This explains why we dont have to worry about our DELL investment after the year 2000 bonanza that DELL will receive. Freeus

To: kemble s. matter who wrote (76336)	11/3/1998 5:11:00 PM
From: mrknowitall	Read Replies (1) \| Respond to of 176387

Kemble - hi again! re: ADSL and cable modems. This is going to get interesting - in fact, if you're interested in the more technical aspects of what are called "last mile technologies" we even have an active thread here at SI to talk about them. There are two, IMO, VERY important issues that we have some guesses about but yet to see clearcut answers for: One - the wire out there. Ubiquity for access leans toward phone lines instead of cable, because historically we cross-subsidized residential and small business deployments of individual phone lines to achieve the goal of "universal" service; everyone, well almost, "deserved" basic phone service. Technology has been around for many years that would put data over the phone lines at the same time as a voice call (it's known as DOV or DUV). Problem - the application. Unless you needed a link for a terminal (pre-internet, mind you) to a computer, it had limited consumer value - as in, no broad-based demand (application). Along comes the internet. Along come faster computers. Here come the applications; we have reached critical mass - applications demand more bandwidth which is being accommodated by newer technologies. Amazing - now that the applications seem to be there, another pathway can be exploited if the cable companies deploy bi-directional technology. Issue two - deployment costs - how much are people willing to pay? Can anyone make money or will these companies be black holes for investors. Comes the battle ground: Money. If the local phone companies aren't smarter with ADSL-like services than they were with ISDN, they're going to get left behind in areas where the cable company can afford to deploy new equipment and bypass them - and with emerging voice over IP connectivity, it is quite possible that someone will. When they (the regulated phone companies) lose customers, universal phone service is jeopardized (at least in their opinion) and regulators are going to have a heck of a time in the coming months and years. It's a brave new world. The AT&T/TCI merger is already causing grief and their competitors or would-be competitors are raising a stink about making them offer competitive access over their facilities; we now have the shoes on the other feet, if you will. AT&T has long been battling with the LEC's for access to the local loops! The winners? IMO, users. BUT - we need to recognize there will be caution - many may want to avoid long-term commitments to any technology or service provider. It will be easy to be trapped, just like so many wireless customers find themselves with committed terms. What does that mean for Dell? Today, despite the risk I just mentioned, getting the technology out there will only help boot the following program: 010 Escalation of bandwidth=need for more powerful computers. 020 More powerful computers=need for more bandwidth. 030 Goto 010 What a world!!! Mr. K.