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Technology Stocks : Dell Technologies Inc.
DELL 133.20+5.7%Nov 26 3:59 PM EST
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To: calgal who wrote (159807)8/17/2000 10:36:43 AM
From: Mike Van Winkle  Read Replies (1) of 176387
 
Westmoreland re: Dell can sell to about 80 percent of the server market, Dell said.

Great article. Many Dell doubters have indicated that Dell is not a "real competitor" for Sunw, yet Dell has walked away with the workstation market. Dell is now number 2 in servers. Sunw is well aware of Dell's threat to their growth, just read their 10Q where they discuss competitors.

"We also compete with systems manufacturers and resellers of systems based on
microprocessors from Intel Corporation (Intel) and Windows NT operating system
software from Microsoft Corporation (Microsoft). These competitors include Dell
Computer Corporation (Dell), HP, and Compaq, in addition to Intel and Microsoft.
This competition creates increased pressure, including pricing pressure, on our
workstation and lower-end server product lines. We expect this competitive
pressure to intensify considerably during the remainder of our fiscal year 2000
and through fiscal year 2001 with the anticipated releases of new software
products from Microsoft and new microprocessors from Intel."

Proprietary technology has its place, it just shrinks in time.

On the other hand there is money to made by all right now.

Best,
Mike
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