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  • Embedded 3G Laptops Hype
    next gen small laptops (internet devices) will be sold with embedded 3g - but only if they are marketed directly by the wireless providers.
    Jul 30 04:00 am |Rating: 0 0 |Link to Comment |View article
  • Valuing Dell
    you guys seem right on target; i've held dell until this last pop and feel that they'll have to be a lot more positives to keep it where it is, let alone move it higher.

    while everyone is congratulating Dell for a "smoothless" move into selling laptops in mass merchandise outlets, the harder reality is that the fight over wireless internet - 60 per month for unlim access" which is so profitable, may move the wireless cos like sprint & att to find a promo lightweight notebook - along the lines of EEE - currently selling for $300 as a teaser for a wireless internet contract.

    with the inherent economics of scale in such business, it might be worthwhile to bring down the price to $50 per month on a guaranteed 2 yr contract. at such rates it will be easy to sell the notebook, particularly if the wireless internet is hardwired rather than by add-on card, as a complete computing package.

    for many individuals (single folks, college students, hermits, etc) the combination of a computer with standard attachment to a large screen, mouse & keyboard, and printer while at home with constant access to the net will be all they could need.

    it should scare the hell out of dell, hp, toshiba, and others which have constantly worked on making their computers faster, hold more, do more, etc. to justify maintaining that 550 - 700 price for basic laptops. A new breed of 7 - 10 inch portables with always-on internet connection could upset the entire distribution & sales scheme for all but the power users and those who do most of their work in a fully controlled environment.

    this could kill dell, cripple hp, and otherwise turn the pc business into a marginalized operation for specialty users -- just what dell can't afford.

    so enjoy a few good q's before the next wave washes onshore.
    Jun 01 19:16 pm |Rating: 0 0 |Link to Comment |View article

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