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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 9:30 AM EST

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To: D. Swiss who wrote (67598)	9/25/1998 7:08:00 PM
From: Lizzie Tudor	Read Replies (3) of 176387

Drew, fwiw I agree with you (and not rudedog) regarding Dell in the server biz. I think Dell will be very successful. The reason I think this is because I know of many analytical database apps - Hyperion and Arbor software - that are now being deployed and those departmental apps are almost defaulting to Dell. Those are small to midrange servers and I dont think rudedog considers that market to be much... but I think it is very important as slicing of database data becomes more and more prevalent, its a new thing after all. Also, the msft entry into the database space with Sql server this fall on an NT box will commoditize many enterprise database apps. For example, right now today, if your company buys Peoplesoft, probably your IT dept runs it on a unix box in the datacenter. The way I see it, in the future these apps such as Siebel and Vantive, which are departmental enterprise apps and could conceivably be managed outside of the datacenter will be... and those depts will source servers just like they do their departmental PCs. What the customer wants in a enterprise dbms server is simplicity - 24 hr support, low cost, thats about it. Compaq may have bought some impressive technology for the very high end in Tandem and Dec but they misjudged the mkt for the upper middle space - huge service/support orgs are a thing of the past at that level imo. Michelle

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