Dell Technologies Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: arthur pritchard who wrote (146365)	11/3/1999 1:24:00 PM
From: Moose	Read Replies (2) of 176387

you mentioned INTC to make your point, and this confused me intel.com; Intel is pouring money into "online services" which means they need to buy gobs of servers. I agree that Dell's competition is Sun. Currently, it looks like Sun's h/w composes something close to 60% of the servers in the online service (hosting) world. That leaves 40% for Dell, Ibm, Cpq, and others to fight for. I'd like to see Dell make a contract w/EXDS, INTC, MFNX, and QWST just to name the ones I know of. I don't mean to snuff at Dell's progress at international expansion, I just don't think that will boost growth from 3x% back to 5x%. Sun is the enemy... but keep an eye on GTW too;-) -Moose

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next