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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: jim kelley who wrote (146473)	11/4/1999 2:03:00 AM
From: Mani1	Read Replies (1) of 176387

Jim Re <<SUNW does not have the manufacturing prowess of DELL. They do not have the marketing or sales prowess.>> Disagree, Sun makes, market and sells a very large number of workstation and servers. However, I do not have any specific knowledge about their manufacturing and marketing capabilities Vs Dell's. Re << When INTC gets its act together and gets to market with its 64 bit processor and its MP chipset. Then Sunw will begin to have a tough time.>> I think it is a bit premature to think Merced (Itanium) is going to make serious inroads in Sun's market. Infrastructure for that chip is virtually none existent. Re <<The effort to launch centralized server administration of application software requires a telecommunication pipes that are 100 times better than the ones we currently have today for the general public.>> The centralized server with network PC's are meant for big buildings utilizing mainly LAN and that technology is more than adequate as we speak. The idea of network PC is not meant to work over phone lines using analog modems. Mani

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