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: stock bull who wrote (127783)	5/21/1999 10:42:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 176387

1 thought. Those buying "internet appliances" will find that their needs evolve over time, and many will ultimately become customers of the PC builders. It's quite conceivable that Dell's potential PC market will become much larger than might otherwise have been the case. Speaking for myself, there's no way I'd purchase a less functional machine for my next PC. ... and there's a strong probability that I'll return to Dell once the need arises. FWIW, Ian.

To: stock bull who wrote (127783)	5/21/1999 11:20:00 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

StockBull, I can answer all your questions in one word.... "yes". You've hit on an important point about some PC sales being replaced by Web appliances. These devices will become ultra cheap by todays PC standards. Dell will likely have a presence here eventually... likely a huge presence. I don't believe that the proliferation of all these new classes of devices will wreck the PC market however.. just change the volume to revenue ratios and change the role of the home PC to that of a home Server. As for servers, storage and workstations, that market will continue to grow profitably by leaps and bounds. MEATHEAD

To: stock bull who wrote (127783)	5/22/1999 12:04:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 176387

The PC becomes a home server, get off the desktop, install it in basement or closet next to wireless, or wired home net, and connection to outside world, be it cable, xDSL, or Wireless boardband, the damn thing is ugly anyhow. <gg> So the PC is not dead, it changes from being the only man machine interface to being the heart of the new homenets we will all have to have. When I built my house five years ago I set up every room with cable and phone connection, all running to the basement as individual lines, so I'm ready. Greg