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Technology Stocks : Dell Technologies Inc.

DELL 127.90

-4.4%

Dec 17 3:59 PM EST

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To: Jean M. Gauthier who wrote (162201)	10/16/2000 11:00:09 PM
From: Meathead	Read Replies (2) of 176387

Jean, don't know how well you follow Dell or EMC but Dell has stated in the press numerous times the they DO NOT compete with EMC. They have gone out of their way to instruct their sales force to tell their customers that they DO NOT to compete with EMC. With your extensive knowldege of the storage business, can you provide a basic overview of all of the well understood storage market segments (mature and burgeoning), their storage requirements in terms of architecture and scalability, key competetors vying for market share in these segments, where Dell's current storage product offerings fit in, and the projected growth rates over the next 3 years for each of these segments? MEATHEAD

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