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Technology Stocks : Dell Technologies Inc.

DELL 127.72

+4.2%

3:39 PM EST

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To: TwoToTango who wrote (65270)	9/12/1998 8:36:00 PM
From: rudedog	Read Replies (1) of 176387

I have discussed this a little on the CPQ thread, posts below. This will put CPQ in an advantaged position in enterprise accounts versus Dell, which on the face of it would seem bad. But the effort, if successful, will accelerate the acceptance of NT in the high end market by years. This is a huge market, 4 times as big as the whole PC and Intel-based server business combined. So if Dell just holds share as the market expands, they will benefit hugely from this venture. This strategy allows Dell to draft CPQ into enterprise accounts which neither would otherwise get. The bigger losers are HP and IBM, who will be losing high margin business to the lower margin systems running NT. They will have no choice but to 'eat their children' and compete in the NT space. Sun should also be worried, but not so much from enterprise NT (it's a ways out). But the DEC Unix 'NT integration' portion of these announcements is targeted directly at Sun. see also techstocks.com Message 5718492

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