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Technology Stocks : Dell Technologies Inc.
DELL 124.79-1.9%9:35 AM EST
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To: cgraham who wrote (65436)9/14/1998 12:33:00 PM
From: divvie  Read Replies (2) of 176387
 
DELL did announce a development with INTC where they mentioned a 16 processor server using proprietary clustering software. In the light of the MSFT and CPQ deal, I think that this will be a short term solution to the scalability problem. If they succeed in producing interoperability between a future version of NT and DEC Unix, this stands an extremely high chance of becoming the standard for the enterprise. In the long run it will close out DELL. So DELL are OK for now and for the next couple of years. However, MSFT are over a year late with NT 5.0 so it is almost guaranteed that this will be stupendously late given the complex nature of what they are trying to do.
Like I say, watch this one closely as there is a potential that MSFT and CPQ could lock it in exclusively.
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