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

To: jim kelley who wrote (147827)	11/22/1999 5:35:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

<Fortunately, it looks like DELL has only one toe in the IBM bath tub>, IBM has been losing accounts to SUNW and others in China and Latin America. Asia and Latin America are both viewed as major growth markets into 2000. I don't believe that IBM now views Dell as an enemy. They view others taking their mainstay as the enemy and are beginning to view using Dell as the battering ram, as it were, to help breakdown the opposition's doors. IBM and Dell can be viewed, in part, as the alliance bw Germany and Italy during WWII. Both were suspicious of each other, but both had different needs, strengths. I'm sure IBM, in using the Dell "ram" is concerned too about the trojan horse effect; but they can put agreements in place that would limit any potential damage here. this all sounds so cloak and dagger; you'd think we were discussing computer armageddon.

To: jim kelley who wrote (147827)	11/23/1999 2:45:00 AM
From: rudedog	Respond to of 176387

Jim - You have captured my thoughts on this exactly! IBM has shown that behavior time and time again.

To: jim kelley who wrote (147827)	11/24/1999 1:53:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

Jim and thread - DELL finally gets benchmark results and availability for their 8-way server. Great results, looks like they solved the performance issue and also have a VERY competitive price. Product will be available on December 31st 1999 - so it shipped "in 1999" by a whisker. A lot of hard work went into producing this great result and getting DELL into the 8-way game. From the TPC site Dell has released a TPC-C result for an 8-way 550MHz Pentium III Xeon based PowerEdge 8450 server. This is the first ever TPC result for this product. The PowerEdge 8450 test result is configured with eight 550MHz Pentium III Xeon processors with 2MB L2 cache per CPU, 4GB of memory and 3,468GB of storage. Note that this configuration will not be available until December 31 1999. The configuration achieved a tpmC performance rating of 40,168.50 and a price/performance of $14.86 $/tpmC. By way of comparison with the new result as seen in the table below, Dell has taken a significant lead in price/performance over other 8-way results.