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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: Calvin who wrote (157411)	5/27/2000 10:36:00 AM
From: rudedog	Read Replies (2) of 176387

Calvin - well, I don't agree. 10K drives are the standard for enterprise storage and no one has done serious stuff with slower drives for more than a year... if DELL can't offer those drives on their high end stuff and others can, it will shift sales in the critical high end space. Sure, a desktop customer will accept substitutions if the incentives are right - but DELL does not have problems in the desktop space. If this hits server sales it will be a problem.

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