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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: Meathead who wrote (161096)	9/26/2000 9:08:33 PM
From: Boplicity	Read Replies (2) of 176387

How right you are. That's my worry for EMC, how did they let NTAP get as far as they have? It's obvious the growth area in computer hardware is storage, MSFT new software release today cements it. It's no wonder the assemblers want a piece of the action. DELL, until recently has been using NTAP as their NAS solutions, I saw that they have start the phasing out of that relationship last week. It remains to be seen if DELL has the knowledge to go it alone. I haven't followed DELL too closing of lately but do you feel DELL has the in-house expertise to pull off a home grown NAS product that will be able to compete with NTAP and EMC new NAS product just this week? Or will they have to license or provide the software from some other source much like they do with PC and servers? The more I learn about NTAP, the more I start to look at it as a software company. Greg

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