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Technology Stocks : Dell Technologies Inc.

DELL 125.88

-1.6%

Dec 31 3:59 PM EST

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To: kemble s. matter who wrote (167381)	10/5/2001 10:37:41 AM
From: kaka	Read Replies (1) of 176387

Kemble, From SUNW: ``In the server game, it's about systems delivery; it isn't just about price,'' says Stephen DeWitt, head of Sun's Cobalt division, which makes low-cost servers that compete with Dell. ``I don't see a path for Dell to compete.'' From CPQ: "many buyers don't want to simply plug in boxes, says Compaq Senior Vice President Mary McDowell." From CPQ: ``People depend on servers for higher-level applications,'' says Compaq's McDowell. ``Complexity favors companies with strong engineering.'' From IBM: ``Dell is not an innovator; they're a distributor,'' says Jim Gargan, IBM's vice president of Intel-based servers. ``They have to wait for someone else to innovate.'' Tsk tsk. Which tech companies just pre-announced? What ya doing next July? I'll take my Burger well done with cheese, thank you. Cheers,

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