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Technology Stocks : Dell Technologies Inc.

DELL 137.59

+3.0%

2:14 PM EST

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To: Sig who wrote (159729)	8/16/2000 8:44:03 AM
From: Jean M. Gauthier	Read Replies (1) of 176387

Hi Sig, Good points but the game has changed, and Dell is not going to be part of the highest growth areas of server based computing, which are massive, upgradeable server families, from 2-way right up to 256 processor boxes... You need R&D for that, and they do not have any.. Dell BTW has a great opportunity to sell PC's to IBM if they ever wake up.. Storage forget it, it's a high R&D area, and MSFT/INTC/Linus is NOT going to help.. It's NTAp & EMC, that's it ! Non-Commodity, high value added I rest my case Jean

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