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

To: rudedog who wrote (156157)	4/7/2000 5:58:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

rude, you should start the Dell genome project, dissecting everything Dell does and renaming it to fit a more narrow interpretation: 100% of EMC's business is vendor-independent storage. 0% of DELL's storage business is in that category. EMC is a leader in developing SAN infrastructures. DELL does not have a SAN offering. EMC is the leader in independent storage and in the top 3 in overall storage sales. DELL is not even mentioned in the storage rankings. What possible reason could there be based on current market conditions or DELL's investment direction to think that DELL will make any inroads into EMC's market? dell.com although the above article is nearly a year old, it outlines some of Dell's earlier devised solutions for a SAN. from it: Dell's SAN solution enables many evolutionary trends, the most obvious being the interconnection of more switches, more servers (with a mix of operating systems), and more storage devices. Dell's SAN (storage area network) offering with NT; they're SAN deployment is programmed to work with a variety of independent operating systems already in place. Do you mean Dell doesn't have a SAN offering like EMCs? Dell is not even mentioned in the "storage rankings?" That would imply they have the potential to capture marketshare, as they've done in the past. Don't you think Dell already has a captive customer audience to begin building their storage design base? EMC's revenue rose 24% in 1999. How fast do you expect EMC to grow this year, given that their revenue is 26% that of Dell's yet their marketcap is greater? are you saying that Dell DOESN'T sell into a SAN network as it does into the NAS? Dell developed a relationship with IBM to address the fibre and other supply and service issues. On EMC's own webpage we have the following article discussing a survey of over 400 IT managers: emc.com and from it: Of the companies already using SANs:...Windows NT is used by 91 percent, Unix by 71 percent, AS/400 by 27 percent and System 390 (mainframes) by 21 percent. Clearly, the use of Windows NT in a heterogeneous operating system environment is widespread; and relative to shear numbers, greater than UNIX. Are you saying that Dell does not have further opportunity to enter this market? Why not? Why don't you place greater weight on Dell's relationship with IBM in this regard? I clearly do not understand what you're saying. NT based solutions, including Win2K, have not made any inroads into SUNW's customer base. SUNW appears to be solidifying their hold on that market. The roads are just being built. The market appears very open. Why would they want to make "inroads" on SUNW when 90% of the market remains without "roads"? Not that they need to make inroads into the NT market...again you mean the UNIX market? Let's not forget that it wasn't too long ago that Compaq also had a "hold" on the PC road map. Here again, with no DELL products which address the market, no service offerings to "put a nose under the tent" and no plans to do any development to change the situation, why is this anything but an empty daydream? no plans for what? for entering the SAN market? My sense is that DELL plans on developing offerings in the Linux and MSFT server space, with storage to match. A good idea, and a great segment for DELL, but not any threat at all to EMC or SUNW. again, i'm not sure what "offerings" you're referring to. Linus obviously represents just one more opportunity for the heterogeneous operating market.