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Technology Stocks : Dell Technologies Inc.
DELL 129.39-2.8%10:19 AM EST

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To: mepci who wrote (163200)12/14/2000 9:49:29 AM
From: D.J.Smyth  Read Replies (2) of 176387
 
given Dell's new storage products in January it's hard to justify that NTAP is selling at 20X revenue (market cap) and Dell at 1.4X. for NAS, especially for new products, Dell must be taking in advance orders...given Dell's managements' continued positive view of storage

do some analysts really believe that Dell can't compete with little NTAP?
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