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Technology Stocks : Network Appliance

NTAP 109.28

-2.0%

3:59 PM EST

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To: Boplicity who wrote (5180)	11/20/2000 10:39:24 AM
From: DownSouth	Read Replies (1) of 10934

The selection of Dell as the supplier of storage on the Navy NMCI contract is very good for Dell. Its effect on the commercial market and/or the commercial market is not likely to be significant. The big numbers you saw on that contract were total contract value over several years and include all of the products/services that EDS and its partners are offering. Dell Powervault is probably a small part. Plus, IT decisions made by the Navy have never been considered as particularly insightful or market leading. Do you consider this Dell announcement to be particularly significant? Why?

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