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Technology Stocks : Dell Technologies Inc.
DELL 126.25-0.8%1:22 PM EST

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To: rudedog who wrote (160116)8/28/2000 9:15:32 PM
From: kemble s. matter  Read Replies (1) of 176387
 
Rudedog,
Hi!!

RE: I suspect that what DELL is actually doing is not going after SUNW, but instead working on new markets where the barrier to entry is less steep, and where their partners, Intel and MSFT, can do the heavy lifting. I think that the statements targeting SUNW are pure PR, designed to deflect comparison with the PC sector and give DELL some halo as at least a player in the high end. I just don't buy it.

I believe in time we will see...

Best, Kemble
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