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To: Stewart Walton who wrote (77019)	11/8/1998 11:16:00 AM
From: divvie	Respond to of 176387

RE:TV/PC/Info appliance I agree that these things (whatever they turn out to be) must become more reliable and easier to use. I cannot believe that MSFT are going to be the ones to come out with a truly mass market (same penetration as the TV) OS. I suspect that the Nokia/Ericcson/Psion collaboration is on the right track. If these appliances do penetrate over 80% of homes I can only imagine that they will be used in the way that you describe. If people want to run their business from home, then a PC is better, so this will probably survive. I don't think that greater than 50% penetration is possible for the PC as we know it today, but the 80% number is do-able for the internet appliance. For the latter, I can see the typical consumer electronics companies dominating (Sony etc) and maybe even Nokia and Ericsson. DELL will have to stay in the PC market IMO. Where they will gain, though, is in the need for the powerful servers that will run the infrastructure for the internet appliance (MSFT's Mega server idea). I am talking about something that I do not see happening for at least another 5 years though! I, along with other, have mentioned the thin client/fat server model being like the mainframe model. Someone took that to mean dumb terminals. This is not what I meant. All I meant was that, in the future, when we do have handheld appliances that enable us to connect to our stuff from anywhere in the world and give us more power to do things that are impossible today, the mega server concept will be an integral part of that.

To: Stewart Walton who wrote (77019)	11/8/1998 11:17:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

...and then there is Maude,..er..Dell. Stewart: I thought you just replied to my thoughts on the TV/PC/Info appliance thing. Now Dell is on deck and will show its stuff next week, are you ready? Here is Kumar's take on the impending display of Dell's prowess. ========================================================= ....Then there's Dell Computer Corp. (Nasdaq: DELL). Dell will announce its third-quarter results this week with First Call consensus expecting a profit of 27 cents a share. In the year-ago quarter, it pocketed $248 million, or 17 cents a share, on sales of $3.18 billion. Last quarter, it handily topped estimates with a profit of $346 million, or 25 cents a share, on sales of $4.33 billion. Dell's one of those stocks that just keeps growing. After slumping a bit in August, its shares jumped to a high of 69 ¼ in September after trading at a bargain price of 17 ½ last November. Ashok Kumar, an analyst at Piper Jaffray, expects Dell to earn 28 cents a share in the quarter. "We expect revenues of $4.7 billion and earnings per share of 28 cents," Kumar said in a research report. " We estimate that the company shipped about 2 million units at an average sales prices of $2,360."....... Sorce:ZDnet

To: Stewart Walton who wrote (77019)	11/8/1998 2:03:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

The Dawn of the Converging Age A bit more about the TV/PC/Info appliance thing. Stewart: Here is an article I came across a few minutes ago,I haven't read it so I leave it up to you to tell us what the heck this guy (Ooops pardon me, it a girl who wrote the story) is talking about. ============================= Dawn of the Converging Age 'The idiot box is to become intelligent. And your personal computer will begin to imitate television. As both PC and TV converge and evolve into one-stop infotainment system, diverse players on the silicon map--from hardware majors like IBM to cable firms like Time Warner--are coming together to create electronic hybrids which will usher in the new millennium media.... india-today.com

To: Stewart Walton who wrote (77019)	11/8/1998 7:16:00 PM
From: Fangorn	Read Replies (1) \| Respond to of 176387

Stewart, re>My vision is to be able to surf the web (actually, read this thread) from my easy chair, while holding a terminal the size of a magazine in my hand. I want color, high resolution, a mouse/touchpad, an earphone jack, and not too much heat or weight. And I wouldn't mind a cable to the computer in the corner; it doesn't have to be wireless. < Sounds a lot like a laptop.