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Technology Stocks : Dell Technologies Inc.
DELL 115.39-1.5%Jan 23 3:59 PM EST
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To: kemble s. matter who wrote (174803)5/6/2005 6:34:38 PM
From: Dan3  Read Replies (3) of 176388
 
Re: HP has yet to decide

HP is squeezing Dell into a the low end of the workstation and server markets.

Dell's Xeon offerings aren't competitive with HP's Xeon offerings because HP has its own chipset that is better than anything Dell has.

HP's Opteron Blade, 1U, 2U, and 4U servers use about 1/3 less total system power than anything Dell can offer and are already shipping as dual core - which use even less power for a given level of performance.

Dell will have nothing to compete with HP's dual core workstations and servers for 6 to 9 months.

Why put up with the complications inherent in dealing with a mix of suppliers when HP offers one-stop shopping?

Dell has no low power servers, no low power workstations, no SLI workstations, and no dual core servers.

For home user who enjoy gaming, Dell cannot offer an SLI system - Dell is limited to low end and medium grade systems.

Dell has no 64-bit notebooks - the new high end notebook segment that will become more and more important this year.

These are the segments where money is made. Dell is facing slugging it out with lenova for leadership in the $250 entry level market if they don't do something about the limitations of their product line.

Their one saving grace is momentum and a respectable notebook line.
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