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

To: Tony Viola who wrote (10697)	7/22/2000 7:36:50 AM
From: JDN	Read Replies (2) \| Respond to of 17183

Dear Tony: I agree with you. IMHO Dell is a magnificent "assembler" and "marketing" firm. Not a "creator". I dont see how Dell could possibly be any competition at all for EMC in their target markets. JDN

To: Tony Viola who wrote (10697)	7/22/2000 3:43:46 PM
From: TigerPaw	Read Replies (2) \| Respond to of 17183

, the big differentiator? Also, multi-platform compatibility. Like usual the differentiator will be low cost and ease of purchase. Multi-platform is what ConvergeNet was all about. And who will design? Both, Dell and Intel I would guess (also like usual). Expect Dell designs first going after the smaller to middle customers with cheap prices. Then Intel will provide the Merced machines to move higher up the food chain. All will be packaged to enterprise customers, along with web pages, all the PCs they can use, server appliances, and discounts to Gigabuys. They'll likely throw in those RIMM- palm pilots to the IT staff to check on the servers & storage wirelessly. Dell is very easy to underestimate, but they've won every price war that they were involved with. TP