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Technology Stocks : Dell Technologies Inc.

DELL 138.98

+4.0%

Dec 4 3:59 PM EST

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To: kemble s. matter who wrote (156422)	4/17/2000 4:47:00 PM
From: calgal	Read Replies (3) of 176387

Re: "Just finished reading the Forbes article April 17th on Michael Dell's SECOND ACT...Nice scenario being created for the coming competition with SUNW...Should be interesting to see how this works out down the road..." "COMPAQ IS REARVIEW MIRROR THINKING, I'M A LOT MORE FOCUSED ON SUN THAN COMPAQ" Hi Kemble! Here is the link to that article. Looks like Mikey has TM focused on Sun. :)Leigh Yet price is paramount, and Dell's servers are cheaper than Sun's. "Sun has 52% gross margins, but it's artificial," says Dell Chief Financial Officer Thomas Meredith, who was Sun's treasurer before joining Dell. "They've had no competition for the past few years. If I were them, I'd take a razor to my operating expenses right now." forbes.com

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