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Technology Stocks : Network Appliance
NTAP 112.28+0.6%Dec 1 3:59 PM EST
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To: Boplicity who wrote (5219)11/20/2000 9:13:03 PM
From: Uncle Frank  Read Replies (1) of 10934
 
>> Along the way they could develop the software savvy.

Granted, and they could grow wings, too.

But nothing in their corporate history or corporate culture shows that they have any expertise in software. Their success has been based on being a low cost of fulfillment box maker.

Dell can surely make low cost raid boxes, but the margin is in the value added, and here they most likely fall on their faces.

jmho, but remember that I was a dellhead, too.
uf
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