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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: D.J.Smyth who wrote (158870)7/26/2000 11:16:45 AM
From: rudedog  Read Replies (1) of 176387
 
Darrell - my sense is that DELL is shifting their storage strategy (as I have said before). I think they bought a pig in a poke with ConvergeNet and are now trying to make lemonade out of the lemon they bought. They intended to get a key piece of disruptive technology and use that to leverage their volume model. But unfortunately the technology was neither revolutionary nor disruptive. IMO, the 6 months since the products were supposed to launch has been spent in re-working both what ConvergeNet will do and what DELL intends to do.

I also think they will be successful in this effort. There was no doubt some useful stuff at ConvergeNet, just not what DELL thought was there. Now I believe they will go after the NAS market with an appliance strategy with ConvergeNet pieces as value-add to differentiate their offering, and not go after SAN. NAS is also a huge market and much better suited to DELL's current and near term server plans.

But let's not pretend that this is what they planned all along. I think Kumar correctly picked up the fact that the ConvergeNet acquisition was not all it was cracked up to be but is underestimating DELL's ability to scramble out of the pocket and still make a play.
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