Dell Technologies Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Boplicity who wrote (118258)	4/17/1999 11:52:00 AM
From: rudedog	Read Replies (2) of 176387

greg - My point about EMC's PR ability is that they have taken an expensive and relatively niche product and portrayed it successfully as an example of the "new wave" while they actually scrambled to catch up to the majors in multi-vendor storage capability. Their software "rides the stack" instead of being well-integrated. They have been in "fast follower" mode on functions and capabilities for years. I know the EMC thread people believe the story that EMC has a leadership position - so do many IT managers. These are the same kind of people who believed for years that "you'll never go wrong buying IBM". EMC is very vulnerable in their business model but, like IBM, it hasn't kept their stock price from soaring. At the high end of the business where EMC competes, and where DELL wants to go, it is not Platform which drives the sales, it is the combination of platform, software and services. These systems are so complex that no big IT shop is going to "roll their own". Without the whole package, DELL will only play on the low end. They need to pull it all together to make the plan work.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next