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Technology Stocks : Dell Technologies Inc.
DELL 142.68-2.7%Nov 10 3:59 PM EST

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To: D.J.Smyth who wrote (156185)4/8/2000 2:00:00 AM
From: rudedog  Read Replies (2) of 176387
 
Darrell - technical discussions tend to get muddy unless one is precise and defines terms, and that seems to be what is happening here.

SANs are by definition server and OS independent - I'm surprised that the numbers for NT are not 100%, everyone uses NT somewhere...

You point to a nice "white paper" which is, as you say, more than a year old. Unfortunately, although DELL had an embryonic program to develop SAN architecture prior to EMC's acquisition of DG, when that paper was written, the facts about the progress of DELL's storage initiatives since that time are pretty well known and don't favor the notion that DELL is currently in that business in any serious way. I don't intend to re-hash them. If you want to believe they still have a business there, don't let me dim your enthusiasm.

When I said "Here again, with no DELL products which address the market..." and the rest, I had shifted to point b) which was about SUNW - so I had moved off of storage and was talking about high end Unix servers. I was suggesting that DELL does not compete against Sun except at the very bottom of Sun's line. But since I see that various DELL executives have now declared war on Sun, I will simply say that in my personal and humble opinion, DELL is not likely to make any impact on SUNW any time soon, and I have backed that by cutting my DELL position in half and doubling my SUNW position. However, my DELL position is still 10 times bigger than my SUNW LEAPs, so I have not exactly abandoned the true faith.
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