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To: Loki who wrote (79481)	3/14/2000 2:10:00 PM
From: rudedog	Respond to of 97611

Loki - DELL attempted to develop a highly leveraged storage play, one that would fit their overall low-investment model. This consisted of a close partnering arrangement with a couple of companies, most prominently DG's Clariion storage subsidiary. It was a interesting arrangement - a little deeper than HP's OEM of the Clariion products in 1994-95 (the HP "Nike" was a re-branded Clariion). But before they could get any traction, EMC bought DG. The rest of the package pretty much fell apart. DELL has recently made a couple of technology acquisitions in the storage area which might help them to produce a differentiated product. But with their highly-leveraged low-investment model, they will never get to be a serious storage player. I expect them to do a deal with either IBM or EMC to fill that requirement.