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

To: TigerPaw who wrote (10695)	7/22/2000 1:21:06 AM
From: Tony Viola	Read Replies (2) \| Respond to of 17183

Tiger Paw, what is Dell going to do about storage software, the big differentiator? Also, multi-platform compatibility. Do they have an Intel to do most of the tough stuff, like they do in PCs and servers? The X86 servers Dell sells a lot of, the 1Ps and 2Ps won't get any significant pull-through storage sales. Compaq has the 4Ps and 8Ps locked up, with 50% and 80% of all sales respectively. That's where there can be pull-through storage sales. Storage isn't a piece of cake. I don't think Dell's even on the highway, much less in the rear view mirror. Tony