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Technology Stocks : Dell Technologies Inc.
DELL 133.20+5.7%Nov 26 3:59 PM EST

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To: Sig who wrote (92903)1/29/1999 10:55:00 PM
From: Mohan Marette  Read Replies (3) of 176387
 
Tell me could Providence be partial to DELL?

Or could it be that MD is just one smart & lucky SOB?

Sig:

Ok I like to hear what you have to say about this,particularly considering Dell is not in the very high end of computing,mid range is our forte is it not? So wouldn't it be prudent to assume the high end guys-IBM,HP,CPQ,SGI et al- will have trouble ahead in this segment? Well that is my story I am sticking to it.

Good night Sig,the shop is officially shut now for the day.

Oh BTW did DELL go up today? Yahoooooooooooooooooo!

See y'all later.

=====================================
(Courtesy:ComputerWorld via IDG)

Online News, 01/26/99 01:17 PM)


Slow growth seen in high-end computing
By Tom Diederich

Lackluster revenue results are expected for the high-performance computer market in 1998, with worldwide annual growth of just 4.2%, International Data Corp. (IDC) said yesterday.

The market, which Framingham, Mass.-based IDC put at $5.2 billion at the close of last year, was strongly influenced by sluggish sales at Silicon Graphics Inc. (SGI) in Mountain View, Calif., the company said.

"Other variables included the economy in Asia, Japanese supercomputer tariffs, the visibility of new products from Compaq [Computer Corp.], IBM and [Hewlett-Packard Co.], a product vacuum at the high end and general buyer wariness," IDC analyst Debra Goldfarb said in a statement.

A major trend impacting the market for high-performance computers is the "homogenization of hardware," highlighted by system suppliers that "rarely differentiate features between technical computing offerings and those targeted for the commercial marketplace," IDC said.

"This strategy moves the buying criteria away from performance and product specialization, and toward a total solutions approach, where price, applications availability and service/support govern the purchasing decision," Goldfarb said. "One of the potential long-term implications of this market shift is that vendors may miss major technological innovation cycles in their desire to control [research and development] costs and serve the mass market."

IDC said the market is expected to pick up over the next six to 12 months because of product initiatives from SGI, HP, Compaq and IBM. The research firm added that the high-performance midrange and technical server segments are expected to drive the majority of sales.


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