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

To: rudedog who wrote (153650)	2/11/2000 11:31:00 AM
From: TTOSBT	Read Replies (1) \| Respond to of 176387

Re; "Over the last 2 quarters (well really over the last 2 years) DELL has grown their server and storage business VERY strongly - last Q (50+%)" rudedog I need your help in understanding things like these. Seemingly Dell has increased this business 50+% without Windows2000? They reported that their higher end B2B orders were effected by Y2K lockdowns. And they said that indications are good that re-ordering will start after February2000. Do you feel that many of these Y2K lock-downs are waiting for W2K release before re-ordering? Will this have any effect on that 50+% server business? IMO Dell is playing it safe with it's flat q1 guidance? Thank you, TTOSBT

To: rudedog who wrote (153650)	2/11/2000 12:34:00 PM
From: Lee	Read Replies (2) \| Respond to of 176387

Hi Rudy,..Re:.can't see any combination of events that would do that unless DELL makes some big strategic moves and changes their business. Thanks for the clarification. It's difficult to tell Dell has that large a share of the server market when some publications only talk about SUNW servers. <g> About HSDRAM, I guess MH's answer was meant for people 'in the business'! <g> What is DDR? Also, I surmise that Dell couldn't be entrepreneurial on the RMBS problem since they are joined at the hip with Intel. This is because of motherboard designs I take it? Once they committed to INTC, which had already committed resources to RMBS motherboards, then when RMBS bugs appeared, both INTC and Dell were sunk? So this begs the question, why are they so totally dependent on INTC? Is this because of tech support? Also, the reason this RMBS fiasco didn't hurt CPQ, HWP and IBM is that they have Other sources for motherboards? I know CPQ and IBM do. Looks like muddy waters going forward given the tangled supplier web? Thanks again for all your help, Lee