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

To: rudedog who wrote (156192)	4/8/2000 9:53:00 AM
From: Mike Van Winkle	Read Replies (1) \| Respond to of 176387

Darrell, rudedog, re: You point to a nice "white paper" which is, as you say, more than a year old. Unfortunately, although DELL had an embryonic program to develop SAN architecture prior to EMC's acquisition of DG. The glass is half empty/full dispute is a point of view used by analyst to justify their next shift in favorites. What is clear to me is that from a Ford, etc massive B2B initiative point of view is that Dell runs its $40M/day web site on Dell servers. Dell also is running best of breed B2B business for years! This is a "glass is full" case that no one can seriously dispute and is a selling point that Dell is cashing in on. In regards to SUNW and EMC, where is it written that if one own's Dell, other stocks are not to be owned? In relative value, SUNW and EMC look a little expensive to me, but that is personal preference. I also remember when CPQ and Dell stock were growing with indistinguishable favor; I picked Dell because of their "edge." Not very technical!! I still feel they have that. (It does not mean other companies are not good investments too). Mike PS Thanks for the discussion

To: rudedog who wrote (156192)	4/8/2000 5:10:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

rude; what is SUNW doing about addressing the 200 and fewer unit shops? there were complaints last year that SUNW wouldn't talk to such. i read that over 85% of the world's businesses fall into this lower category by numbers alone (relevative to volume revenue, however, the 15% makes up about 50% or more, though). Dell, apparently, hasn't had such a problem. re Dell's "SAN" offering. Dell's sales staff will say they have a storage based offering; I doubt that it is, by definition, like EMC's or AS os independent. can't one still argue the issue of what is truly os "independent" relative to current fibre or bandwidth constraints? even though Convergenet may be a better fit, have youreviewed what they are doing? they made some bold assertions.