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Technology Stocks : Dell Technologies Inc.
DELL 117.44-1.6%Nov 20 3:59 PM EST
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To: edamo who wrote (135397)7/2/1999 2:53:00 PM
From: Byron Xiao  Read Replies (2) of 176387
 
What's up with Mr. Dell bashing the server centric stocks such as SUNW, EMC in the Barron paper several weeks ago? You compare CSCO with DELL is comparing chickens and eggs. CSCO is an internet infrastructure play, DELL is a PC hardware play.

It seems to me that the market is favoring the internet infra plays, like CSCO, SUNW, EMC, ORCL... They have good earnings unlike most of the pure internet plays.

Michael Dell just don't get it, the game is not in the PC margins, the game is in the internet related growth area. That's why I think it's crucial for DELL to buy an ISP and start expand from there. Sure $18M/day sales on the internet is impressive, but when you are facing stiff price competition, you have to re-invent yourself. Dell is still a boxmaker to wall street investors, SUNW on the other hand is a boxmaker with great technology and knows how to apply it. I don't get why Dell is bashing SUNW for. Java is becoming more and more popular in the software development community and that's from SUNW. Dell don't have a technology innovation like that. I think SUNW is a terrific technology company and doesn't deserve the bashing it gets from Michael. My advice to Michael is finish up your degree in UT so that you have enough knowledge in Java to comment on its technical merits. Don't make an ass out of yourself.
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