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 149.13

-2.1%

Nov 6 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: kemble s. matter who wrote (155982)	4/5/2000 11:33:00 AM
From: rudedog	Read Replies (1) of 176387

Kemble - re: I've had some very interesting conversations recently with some folks at IBM who have told me SUNW will certainly be threatened by DELL within time... Well, IBM people WOULD say that... but predictions of SUNW's demise seem to have been very premature. The factors which will need to be addressed are largely out of DELL's control - MSFT's Datacenter strategy is still embryonic, and there is little likelihood that the pieces will come together in a way that would support fulfillment by providers like DELL any time in the next year. SUNW is gaining momentum, not losing it. DELL is doing foundation level work to approach that market - storage, server management, high density web servers. But the fruits of that effort for DELL in competition with SUNW are years out. Also, IBM is tightly focused on attacking SUNW with their own high end products, the S80 / AIX, the AS400, and even their mainframe products.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next