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Technology Stocks : Dell Technologies Inc.

DELL 126.42

+2.8%

Dec 19 9:30 AM EST

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To: kaka who wrote (162379)	10/27/2000 2:48:27 PM
From: Mary Cluney	Read Replies (1) of 176387

DJ, <<<"The real driver was an extraordinary 41% growth rate in industry standard servers...It appears that CPQ has eaten into Dell's growth in this area through competitive pricing and improved perception around the brand." >>> Dell is comparatively new in this arena. CPQ has been in this market awhile longer. Their DEC Alpha servers have not been as competitive as they should have been given their terrific price performance metrics. Both Dell and Compaq, however, have their sights on the high-end where SUNW sales are going through the roof. Suns backlog is huge. However, it is not common knowlege that servers on the low end with Intel Architecture (IA) has completely dominated the market. Intels next generation server, IA64, is designed to capture the highend server market where SUNW, HWP, IBM, SGI, and CPQ with their Alpha servers currently dominate. There is no doubt in any knowledgeable mind that in time (next 10 years) Intel will thoroughly dominate the high end server and mainframe markets. Dell's focus on Intel Architecture and an open source OS (Linux) will ensure MSD's forecast for 25% growth for years to come in just this one market. I don't believe much of this is accounted for in Dell's current stock price. I don't think that any of the analysts that follow Dell understand this part of Dell's market. Most of these analysts understand PC's in the consumer and low end business markets. The high end information technology markets like ISP's Earthlink and Mindspring; and Server Farms like Exodus; B2C enterprises like Amazon or Yahoo have as much in common with consumer PC's as your PC has with mechanical adding machines. I don't think that the full Dell story is understood by the average investor or average analyst and therefore Dell is currently out of favor with investors. MSD has to get out of his comforatble little fortress in Austin and go out on the road again to tell the current Dell Story. My only worry is that perhaps MSD does not have that hunger any longer to go out to do the selling that only he can do. He may think that he can send people in his place to do only what he can do. Go Mikey. Mary

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