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

To: Dave B who wrote (121896)	5/3/1999 2:19:00 PM
From: stockman_scott	Respond to of 176387

<< The arrival of 'fat pipes' into the home is the best hope for ASP stabilization, although we're probably a year or more away from the benefits becoming material on an industry level. Broadband links allowing, among other things, real-time video and easy access to large data files generally aren't yet available to consumers lacking thick wallets and/or the correct home location. The accelerated adoption of DSL and cable modems we're likely to see in the U.S. over the next two years will lead to increased data flows, feeding demand for more robust PCs than those currently purchased to cruise the web through snail-like 56.6k modems. Bigger pipes will almost certainly accelerate upgrades within today's consumer installed base, particularly those 486 and Pentium-based boxes bought at $2000+ price points in the mid-90's.>> Dave: Thanks for sharing Montgomery's report. I agree with most of the paragraph I posted above. MSD has said many times that the broadband revolution will generate a big increase in sales. We are in the early innings of this game. I expect DELL to continue to pioneer new offerings for consumers. Best Regards, Scott