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Technology Stocks : Dell Technologies Inc.
DELL 122.55+4.4%Nov 21 9:30 AM EST
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To: Lee who wrote (146479)11/4/1999 7:40:00 AM
From: rudedog  Read Replies (2) of 176387
 
Lee -
The PowerEdge 8500 and storage products are physically capable of most high-end jobs. But the High-end market is currently Unix. DELL offers Linux and SCO, neither of which has any play in the high end. The big players are Sun with Sparc/Solaris, HP with PA-RISC and HP-UX, IBM with RS6000 / AIX (and also AS400), and CPQ with Alpha / Tru64 Unix.

Also, DELL's 8-way offering has been hamstrung by Intel's problems with the Sabre motherboard, which has kept the PowerEdge 8500 from shipping in anything but token quantities.

I expect DELL to have regrouped around an enterprise strategy by early next year. The 8-way problems will probably be solved sometime in 1Q00. Intel claims now to have "fixed" the problem for 1MB and 2MB cache systems, but independent work at Oracle and MSFT shows that the "fixed" products have a significant performance handicap, as much as 15% against the CPQ implementation which uses a different chipset and motherboard. If Intel has to spin their chipset it could mean a 3 to 6 month delay before DELL can field a competitive box.

DELL is unlikely to do a "high end" Unix before the IBM Monterray project, which is targeted at McKinley, not Merced, so their only high-end play will be with MSFT on Windows 2000 for the next 2 years.
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