Sam,
<<Dell won't--I'm guessing again--make its own software for that, they will just bundle what others have made, and do what they do best--sell, sell, sell. >>
<<But I am guessing that there will be a huge multi-billion market for the smaller, more targetted kind of storage that Dell and DSS are trying to sell...>>
Understand, I agree with you completely but, from an investment viewpoint in drive stocks, does this not eliminate the prospect of entrance in higher margin markets for MXTR, WDC.
Dell and CPQ/IBM lumbering in means lower margins. Is it not that simple?
To me, continued achievement in density and hyper competition in network appliances means continued long term under performance for the group... absent consolidation.
Just continuing seasonal short term plays. In other words-- pull a "Stitch"... jump in, take a profit, and get the F out.
Just can't see a long term story developing,
Paul |
