SI
SI
discoversearch

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. -- Ignore unavailable to you. Want to Upgrade?


To: rudedog who wrote (139047)8/12/1999 7:32:00 PM
From: stockman_scott  Read Replies (1) | Respond to of 176387
 
<<Most people looking at the appliance market see it as some incremental revenue and some cannibalization of existing server sales, but on balance probably not a negative revenue impact.

Expect CPQ and DELL to be big leaders in this space, HP and IBM slower to get there. I can't imagine why this would be a negative for DELL.>>

Rudedog: Thanks for your contributions....Maybe you should become an analyst <G>...you seem to objectively look at the marketplace and see things that "the experts" often fail to realize..!!

Best Regards,

Scott