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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: rudedog who wrote (67717)9/26/1998 4:09:00 PM
From: Lizzie Tudor  Read Replies (1) of 176387
 
rudedog, I know you and some other people (Gary?) know this hw server business and I dont know much about it. Having said that, I think you are missing the momentum that Dell has to gain the dbms apps biz in the future. Dells servers are a new line so of course Cpq would have more mkt share today... but in the future, I disagree. Well, check that, lets just say Dell will gain momentum here I believe.

The trend is away from the monolithic high end ERPs like Sap in favor of some more specialized compartmentalized apps. The analytical sftware space is already in this mode (Hyperion) but some of the newer players like Sebl are offering some more specific packages too (this coincides with a slowdown in enterprise sw and a greater focus on small business by the vendors). Why would anyone need to pay more for cpq support and services to run an analytical app? Answer, they dont.

Theres certainly a school of thought that disagrees with me on the ERP side, thinking the bigger the ERP package the better (ala Sap) and for those people Dell probably wont be a player in their IT driven high end shops. Well, we'll find out soon enough how well Dell does here. As a former Texan, I admit bias.

Michelle
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