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Technology Stocks : Dell Technologies Inc.

DELL 129.24

+0.7%

Dec 26 9:30 AM EST

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To: Byron Xiao who wrote (87858)	1/5/1999 5:42:00 PM
From: D.J.Smyth	Read Replies (1) of 176387

Byron Xiao, <<After all, when they have invested millions in SUNW's Soloris systems, why throw those away and buy NT? >> not to be a veritable smart ass, but Dell outperformed SUNW in price range in 1996, 1997 and 1998. 1999 has just begun. SUNW has certainly outperformed recently and you obviously know a lot. however, i was told (please correct me if wrong) that SUNW's platform extends to about 18% to 20% of its potential market; other platforms coming from europe and older platforms. the current potential market in need of replacement remains quite large at over 55% - "needs replacement" meaning cutting out the cobol crap and moving to languages like Java, upgraded UNIX, etc. so the potential market in need of replacement is still significantly larger than SUNW's current domination - which, in essence gives rise to NT's potential entrance as a means of replacement. if you read current analyst comments on MSFT regarding NT, they believe that NT will capture a significant share of the replacement market. the "replacement market" is only one aspect since still over 70% of the world's businesses remain unconnected - China being a largely untapped market yet. so, it is this "replacement market" and the "untapped market" which NT looks to move into; and which should give Dell a supposedly continued strong left hook upward when it counts. your comments?

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