Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: TTOSBT who wrote (158107)	6/23/2000 3:30:00 PM
From: kemble s. matter	Read Replies (4) \| Respond to of 176387

Hi!! RE: Thanks Kemble. Steve Fontuna just now on CNBC stated Dell is the only real direct model going forward within the next 2-3 years will overtake SUNW in servers and building the storage area as well. He's a buyer of Dell right now. I believe Michael stated last quarter that they already sell more servers than SUNW...His statement scares me...What if DELL gains the market share in these areas in two years that they gained in let's say workstations or desktops? And, considering that they "own the customer"... :o) IMO OT's prediction of "window dressing" yesterday and today may be the last time to purchase this at this level is correct...AG doesn't mess things up and we're off... Best, Kemble