SI
SI
discoversearch

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 : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?


To: John Carragher who wrote (10694)7/21/2000 9:02:32 PM
From: TigerPaw  Read Replies (1) | Respond to of 17183
 
It appears that Dell is going to launch it's first salvo on the storage market next quarter. With 50% margins to work with they can nibble away like a school of parahna. It seems to me it took about 5 years for them to conquer the desktop computers, about 3 to conquer workstations, and a year to become the second largest in servers. It will be a force that should not be taken lightly.

TP
- current long in both companies ( my #1 and #2 positions )