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

To: rudedog who wrote (156204)	4/10/2000 11:25:00 AM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

rude, per your comment: Unfortunately, the Convergenet technology is apparently not all it was cracked up to be. I personally question the notion that a company which is not a provider of key components can make the management of those components, in itself, a selling edge - but I suspect DELL had a few other cards to play in that arena read what Dell had to say about the Convergenet acquisition: The acquisition will bring SAN technology to Dell that will enable its current and future PowerVault storage products and other storage systems to connect to any Intel- or RISC-based server running UNIX, Solaris, Windows NT, Windows 2000, NetWare or Linux operating systems. This new ability to connect heterogeneous storage systems to servers of all types, regardless of operating system, expands Dell's total market opportunity to the entire open-systems storage market, which International Data Corp. estimates will total $38 billion by 2002 what specifics about Convergenet caused you to say it was "not all that it was cracked up to be"? The basic strength of the Convergenet acquisition was it's ability to leverage and build on the UNIX market with a scalable product that could meet both the low and high performance end with very positive margins as an end result. Dell was not unhappy about the technology itself, but rather the timing of the deployment. nevertheless, the deployment will still come in June. how many SUNW/EMC clients will hold back purchases in order to get a full take on the Dell UNIX product? Dell's UNIX is two month's away. and what results will this lead to toward the end of the year?