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: Alohal who wrote (116390)	4/11/1999 11:41:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

Actually there is a large amount of reliable data that says the small and medium business market will shift heavily into commodity, "appliance" products. MSFT and Intel have been working on the concepts for more than a year. With the rise of web-enabled business, the need for the average user to have a lot of horsepower on his desk is rapidly diminishing. Good multimedia performance, good graphics and high bandwidth connections are the requirements, not a lot of compute horsepower. There is a wealth of data to support this conclusion. Intel's studies indicate that if the setup and administration of a small business infrastructure was as easy as say plugging in a VCR, and the user's desktop context was on the network and not on an individual box, then client systems and even servers would become relatively fungible components and the price would be driven close to component costs. Versatility is an almost non-existent differentiator even today and will become less so in the future as client-centric applications lose favor. Dependability actually goes up as hardware and local applications become more simple. So the cost of ownership goes way down along with administration costs. This has been a major focus of the Windows2000 development for more than a year and the need to get key features to support this new idea of how businesses will operate is one of the reasons the OS has been delayed. This is as obvious to me as the likelihood that winter will follow autumn. And my work with some of the major players in the industry reinforces my belief in this trend.