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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: JRI who wrote (140572)	8/26/1999 12:04:00 AM
From: rudedog	Read Replies (2) \| Respond to of 176387

JRI - "John Rosser International"?? DELL has been filling some gaps in their enterprise offerings. The systems management pieces are a must in today's world and DELL now has a competitive offering. Their appliance strategy seems to be coming together. But the purchase of DG by EMC may throw a monkey wrench into the storage plans - we'll have to see how that plays out. And the increasingly important services component (here I mean professional services such as IBM global services) is still missing. I think DELL can not really get too close to IBM there, and maybe someone like Unisys would be the play. But that part of the equation is still unsolved. Their enterprise growth was a little lower than I would have liked, maybe due to those factors. They need to fill in the blanks. But they can buy some time with excellent field execution while they do that, as we have seen.