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Technology Stocks : Network Appliance
NTAP 111.56+2.1%Nov 28 9:30 AM EST
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To: Boplicity who wrote (5219)11/20/2000 10:42:54 PM
From: DownSouth  Read Replies (1) of 10934
 
Greg, all Dell did to win the Navy contract is provide commodity products (PC's and servers) at a lower price than anyone else. That what Dell has always done.

Dell is not a "standard". The PC and server architecture of WINTEL is the standard. The NMCI contract provides a way for the NAVY to buy these standard platforms and services to support them.

The words "standardize on Dell" came from Michael, not the Navy.

This contract does not show how far Dell has come in the food chain! These contracts used to be won by tiny 8(a) firms that built this stuff in rented warehouses! And they sold 100's of millions of dollars worth of PCs and servers.

What it shows is that the Dell has come a long way in its mfg capacity and is willing to sacrifice margin to use that capacity.

By the way, the biggest PC contract every let 'til this one was a DoD contract to Sperry (Unisys). How far are they on the food chain as a result?

BTW, building the most powerful PC's in the world on the world's biggest, most efficient assembly line will not teach you a damn thing about software, except for the supply chain software that you need to run the operation.

I really think you should sell or short NTAP and go long Dell IF you really mean what you are saying.
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