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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: stockman_scott who wrote (127127)	5/19/1999 11:41:00 PM
From: Daskin	Read Replies (1) of 176387

IMO, I think aggressively move into the high margin server and storage markets is the only way for DELL to "survive", PC era is over. In storage market EMC is already the giant, and DELL will have a bloody battle in server market too. Under such situation, I won't keep thinking that DELL will be acting like previous five years. It looks like many people already fallen in love with DELL. There is no guarantee that DELL will conquer markets other than PC. Besides, other PC makers are not idiots, they will also want a piece in the markets DELL is looking at. That is why two weeks ago, HP announced that they will have their own storage solution instead of selling EMC. Every PC maker knows! Folks, if I were you, I will jump this sinking ship or at least dump a few shares. DELL ain't MSFT or CISCO, DELL is a Princess not a dominating Gorilla. Good Luck!

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