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Technology Stocks : Dell Technologies Inc.

DELL 115.43

-1.5%

Jan 23 9:30 AM EST

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To: Lee who wrote (84935)	12/12/1998 1:34:00 AM
From: Lizzie Tudor	Read Replies (1) of 176388

Re:.They (Dell) need to get the bigger systems business, and the third-party partner model has NEVER worked in that space. I agree if that is the path Dell decides to travel; however, we discussed this summer alternative paths which would make good use of Dell's manufacturing/distribution skills. We don't know at this point which path Dell intends to take. This seems to have been a amalgamation of a few posts.... however I just want to point out that I disagree that Dell needs to get into the bigger systems business. Its too crowded with HP, Sun, SGI/Cray etc and at the same time the trend in enterprise software is a kind of downsizing of sorts. There is a trend away from large, integrated systems and huge multidimensional data warehouses that were deemed a "necessity" just a few years ago. I still like the midrange server space for Dell with an intended market of departmental analytical apps (Hyperion etc) and some specific enterprise packages etc. Forget the high-end Sap realm I say... Michelle

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