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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: The Phoenix who wrote (101897)	2/18/1999 12:03:00 AM
From: BGR	Read Replies (1) of 176387

Gary, I agree that CSCO and DELL are in two completely different markets. However, the complement CSCO's technology you would need for more servers and storage in the corporate domain, which I hope will be DELL's prime target in the coming years. I also doubt that set-top boxes will take much market share away from the home PC market. Finally, CSCO has an extremely competent competitor in LU, where DELL has none. I am not bearish on CSCO in any way. But on a relative basis I am more bullish on DELL. Time will tell. Thanks for your comments too! -BGR.

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