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Technology Stocks : Dell Technologies Inc.

DELL 129.24

+0.7%

Dec 26 9:30 AM EST

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To: stock bull who wrote (169916)	6/20/2002 4:22:42 PM
From: mepci	Read Replies (2) of 176387

Larry: several answers. 1. EMC - Novell. Novell had a good product, but muscled out by MS. 2. Increase in storage needs: New technologies are prempting old. 2003 will see the emerging of storage over IP technology which costs 1/10th of SAN or even NAS. EMC software will only a partial solution as Blade operating Systems take over enterprise management. 3. I haven't bought an ink cartridge for 2 years. I switched to XEROX color printers using Ink pellets. 4. WMB - SE is higher than stock price. Management action to problems has been fast and to the mark. Energy prices will go up. Seem to me WMB has a good management which gives importance to shareholder returns not so called retained earnings which Dell doesn't retain for shareholders.

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