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

To: Boplicity who wrote (127831)	5/22/1999 12:53:00 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

Greg, like I stated before, there are many new technologies just beginning to enter the race.... no clear winners or market share yet. To stay profitable, now is not the time. There is plenty of time.... it's still too early to tell which ones will ultimately succeed and which will fail or, what direction a current concept will ultimately take. The only way to guarantee you invest R&D dollars into a winning technology is to invest in ALL of them which would be fiscally irresponsible and probably impossible. The alternative would be to invest in only those you “think” will win... or simply create products to push into the marketplace. That is tantamount to gambling with investors money. The Palm Pilot and similar palm computing devices have gained acceptance in the marketplace. However, the volumes and associated revenues have not achieved the size necessary to entice Dell to enter as a developer i.e. the market is still too small. You can buy a Palm Pilot through Dell but the ROI from developing their own brand is not worthwhile at this time. As for home servers and the connectivity options, go to dell.com and read all of their white papers covering this topic. Dell is watching it very, very closely. But again, it's still too early to push. Connectivity standards issues are still being thrashed about the various committies You can bet that this market will take off, it will be huge and Dell will be there. A fortunate aspect for Dell of the home server market is that it's a natural extension of their current development and marketing expertise. If you are concerned Dell will be too late in adopting the technologies that do prove to be profitable, dont worry. From the moment the decision is made, Dell can enter a market with a competitive offering in as little as 3-4 months. If you're concerned because you are a techie and you're getting frustrated by the fact the everyone else is pushing gee-whiz technologies into the marketplace while Dell seems to be doing nothing, you are not alone. BUT, techies tinker and futz with gadgets and develop new products.... they generally aren't good with, or skilled at, making critical business decisions and providing direction to multi-buillion dollar companies. That's because they are “blinded by science” and interminably impatient. MEATHEAD