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

To: D.J.Smyth who wrote (158870)	7/26/2000 10:39:38 AM
From: GVTucker	Read Replies (1) \| Respond to of 176387

Kumar is a bright guy, and does his homework. Unfortunately, he also is prone to extreme statements, IMO so that he can get some free PR. In the end, to me that means that he's got a good point, but he also is taking it to an extreme so that he gets noticed. I have never spoken to Chu, and do very, very little business with Cowen, so I can't help you out there.

To: D.J.Smyth who wrote (158870)	7/26/2000 10:44:45 AM
From: Mike Van Winkle	Read Replies (2) \| Respond to of 176387

Darrell Smith re: More on IDC and Dataquest numbers ON 24 reports that Paine Webber analyst John Young rejects the numbers due to their being based on factory and not actual sales. During 2Q PC inventory was being reduced and the reduction was not reflected in the report numbers. He expects much higher PC unit sales going forward at higher ASP's and does not see their imaginary slowing of growth. It's worth listening to if you can get it to work. vuwin.on24.com

To: D.J.Smyth who wrote (158870)	7/26/2000 11:16:45 AM
From: rudedog	Read Replies (1) \| Respond to of 176387

Darrell - my sense is that DELL is shifting their storage strategy (as I have said before). I think they bought a pig in a poke with ConvergeNet and are now trying to make lemonade out of the lemon they bought. They intended to get a key piece of disruptive technology and use that to leverage their volume model. But unfortunately the technology was neither revolutionary nor disruptive. IMO, the 6 months since the products were supposed to launch has been spent in re-working both what ConvergeNet will do and what DELL intends to do. I also think they will be successful in this effort. There was no doubt some useful stuff at ConvergeNet, just not what DELL thought was there. Now I believe they will go after the NAS market with an appliance strategy with ConvergeNet pieces as value-add to differentiate their offering, and not go after SAN. NAS is also a huge market and much better suited to DELL's current and near term server plans. But let's not pretend that this is what they planned all along. I think Kumar correctly picked up the fact that the ConvergeNet acquisition was not all it was cracked up to be but is underestimating DELL's ability to scramble out of the pocket and still make a play.