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

To: stockman_scott who wrote (129433)	5/27/1999 4:28:00 PM
From: D.J.Smyth	Respond to of 176387

good post scott. A consumer or a business won't be able to buy 3G configured PCs for less than $1500 next year. If all the poor slobs want a PC below $1000, good for them. They end up being prompted to upgrade to a 3G configured system next year anyway (thereby spending more money). By 2002 all new technologies will be squared against 3G requirements. 3G starts the whole process over again (then theirs 4G). Also, for this reason, Dell's lease program makes good sense; not only for businesses, but, as GTW has discovered, for homeowners. Europe is 1 1/2 years ahead of the US in the mobile phone market. The mobile phone market is being tied inextricably to the the PC market relative to bandwidth. Europe's need for 3G configured PCs will outdistance the need initially in the US; and Dell is there to pin the donkey on their tails. Asia is moving much more quickly to 3G than is the US (i.e., DoKoMo in Japan) and Dell is there to bridle their horse too. Asia is considered the initial hot growth market for 3G. Dell will be in Latin America. Latin Americans, by a count of 2 to 1, use mobile phone equipment over POTs (plain old tired telephone service). The new PCs must be configured to fit the 3G program there. Too many are concerned about the fly on their nose (the sub $1k PC) and are forgetting that an alligator is about to bite their butt (3G).