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

To: TCBinAugusta who wrote (120402)	4/24/1999 11:23:00 AM
From: DellFan	Respond to of 176387

Dell and Broadband - The following may provide some insight into their thinking on how broadband will impact demand for PC's. More detailed info can be found in white papers on their web site. Broadband - in general - Dell ConnectDirect initiative Dell ConnectDirect Dell continues to evaluate the feasibility and relevance of emerging broadband access technologies. Recognizing the importance of DSL and cable modem technologies, Dell is developing new products to enable customers to use these access methods as they become available. For example, Dell has partnered with US WEST, Bell Atlantic, and SBC Communications to offer ADSL-ready Dell Dimension computers to their customers that have access to ADSL service. Similarly, in October 1998, Dell announced a partnership with @Home Network to provide Dell customers with easy access to the @Home broadband HFC network. Implementation is planned by July 1, 1999 in @Home service areas in North America. Meanwhile, @Home customers can purchase Dimension computers equipped with Ethernet network interface controllers (NICs), ready for connection to a cable modem. The Dell ConnectDirect initiative also offers customers an easy Internet setup and sign-on process. Customers can choose Internet access from leading ISPs, including V.90 dial-up accounts, and have access to personalized Web home pages and content. Broadband - ADSL Dell has announced key partnerships with U S WEST, Southwestern Bell Corporation (SBC), and Bell Atlantic to deploy full-rate ADSL-enabled PCs to customers in U S WEST, SBC, and Bell Atlantic service regions. Dell will continue to monitor the progress of the G.lite standard and interoperability testing. Dell's build-to-order capabilities allow Dell to customize PCs with broadband solutions based on DSL service rollout locations, business demands, provisioned service, and the budget requirements of the customer $500 PC Market forces and the surge in the popularity of the Internet are changing the computing industry. The recently passed Federal Telecommunications Act has opened new areas of business for telephone companies, cable TV providers, and Internet servers through deregulation. Like other computer companies, Dell is ready to take advantage of these new opportunities. But is it really necessary to reverse a 20-year industry-wide trend in decentralization? The realization of the $500 PC would move computers' power and applications back to a more centralized system, perhaps even necessitating a return to mainframes to handle the increased load on the server side of the NC equation. At best, unresolved issues in technology and infrastructure will delay the realization of $500 PCs for several years, at which time it may well be in competition with Pentium Pro PCs for under $2,000. While Dell does not currently project that the $500 PC will become a viable alternative to the PC, Dell is working with technology partners such as 3Com to evaluate the proposed technology and its effect on the industry.