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

To: D.J.Smyth who wrote (141861)	9/10/1999 12:32:00 PM
From: FiloF	Read Replies (2) \| Respond to of 176387

Dell is a great company and does things the right way, but IMO it is premature for EMC to be worried... Some thought from the EMC thread from someone who knows more about this stuff than I: Message 11206353

To: D.J.Smyth who wrote (141861)	9/10/1999 12:47:00 PM
From: John Koligman	Respond to of 176387

If there is any near term impact on EMC, it is more likely to be from IBM's new storage product, codenamed 'Shark', than from anything put out by Dell... This stuff is all about the software, EMC's edge is the complex software that makes their Symmetrix boxes run. Gonna take time.... Regards, John

To: D.J.Smyth who wrote (141861)	9/10/1999 9:30:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Darrell, Hi!!! RE: Kemble, Merrill made their decision last week prior to Dell's announcement. F is no doubt now reviewing his assessement of the impact Dell/convergenet SAN will have on EMC. how can he not know an impact is coming? I suppose we all know that there are a few companies that are way ahead of DELL in this area...We're the new kid so to speak...I'm excited because DELL has always been the new kid with their other products...It doesn't take a genius to figure out that the distance they've conquered in a short period of time is nothing short of stunning...This is a huge market here..and a huge opportunity for many..."THE STRUCTURAL ADVANTAGE THAT WE HAVE IS NOT SOMETHING THAT'S EASILY COPIED OR EMULATED SO THE SHARE WILL GO TO THE MOST PROFICIENT PROVIDER AND THAT'S DELL." Best, Kemble