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To: George Dawson who wrote (25827)	1/28/2000 2:34:00 PM
From: trendmastr	Respond to of 29386

Dell Ups Ante In Enterprise Storage (01/28/00, 9:36 a.m. ET) By Joseph F. Kovar, Computer Reseller News Dell on Thursday increased its commitment to the enterprise storage market by investing in a storage services provider. Dell and Web hosting company Global Crossing, Los Angeles, were equal partners in a $103 million investment in StorageNetworks, which uses its storage systems to store and protect data sent by clients. StorageNetworks provides "Disk-on-Demand" services for Global Crossing's GlobalCenter Commerce Service Solution. The investment will help StorageNetworks expandits services, said John Clavin, the company's senior vice president of marketing and corporate development. StorageNetworks serves 85 customers via 14 storage points of presence (SPOPs) and plans to expand to 65 SPOPs this year, he said. Dell has not kept secret its ambitions to get into the enterprise storage arena, Clavin said. "Just as Dell revolutionized how PCs are sold to consumers, they like us because we're changing the way enterprise customers acquire and implement storage," he said. "And they have a keen understanding of what it takes to get into the enterprise." A Dell official and a Global Crossing official on Thursday joined StorageNetworks' board of directors. Word of Dell's investment followed by one day the certification of the company's PowerVault SAN storage subsystems by storage management software vendor Legato Systems, Palo Alto, Calif. Last September, Dell acquired storage networking company ConvergeNet Technologies in a move to expand its storage sales into heterogeneous environments. ConvergeNet's technology facilitates the connection of a storage device to any server, according to Dell officials.

To: George Dawson who wrote (25827)	1/28/2000 3:05:00 PM
From: Huei-Sheng Kao	Respond to of 29386

Those recent recommendations are likely to change come Monday. However, at -.29 for FYOO,he is assuming no ramp up at all. If I remember correctly, either CAL or STEVE did said that they are very happy with the pace of order coming in so far this Q.