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Technology Stocks : DELL Bear Thread

DELL 123.98

-3.0%

Jan 5 3:59 PM EST

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To: Bilow who wrote (2195)	10/25/1998 2:17:00 PM
From: divvie	Read Replies (1) of 2578

Hi Carl, Do you think that this will impact DELL in a big way? This post from Rudedog highlights similar opinions to mine that I have also posted a link to: www3.techstocks.com www3.techstocks.com I know your reply to me was that you were a hardware guy, but my point was that you still need a lot of NT servers in order to scale up. For example, INTC could make a mobo/chipset that supported more than 4 processors as costs come down and components shrink. However, NT can only address 4 processors for now, hence the need for clustering multiple boxes. So that means greater sales of hardware due to limitations of software. Yes we agree on the consumer market as you once said, and yes I agree with you, to a certain extent on the business world. Take a look at this post to see why I only agree to a certain extent: www3.techstocks.com However, I still think we need ever more powerful servers which is the market that DELL needs to keep growing in.

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