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

To: calgal who wrote (159807)	8/17/2000 7:56:43 AM
From: Jean M. Gauthier	Read Replies (1) \| Respond to of 176387

Good luck MSD, You are going to need it to go after E series SuperServers, tne new Serengetti's, and the new T3 storage Arrays... LOL ! What hype... Take care Jean

To: calgal who wrote (159807)	8/17/2000 10:36:43 AM
From: Mike Van Winkle	Read Replies (1) \| Respond to of 176387

Westmoreland re: Dell can sell to about 80 percent of the server market, Dell said. Great article. Many Dell doubters have indicated that Dell is not a "real competitor" for Sunw, yet Dell has walked away with the workstation market. Dell is now number 2 in servers. Sunw is well aware of Dell's threat to their growth, just read their 10Q where they discuss competitors. "We also compete with systems manufacturers and resellers of systems based on microprocessors from Intel Corporation (Intel) and Windows NT operating system software from Microsoft Corporation (Microsoft). These competitors include Dell Computer Corporation (Dell), HP, and Compaq, in addition to Intel and Microsoft. This competition creates increased pressure, including pricing pressure, on our workstation and lower-end server product lines. We expect this competitive pressure to intensify considerably during the remainder of our fiscal year 2000 and through fiscal year 2001 with the anticipated releases of new software products from Microsoft and new microprocessors from Intel." Proprietary technology has its place, it just shrinks in time. On the other hand there is money to made by all right now. Best, Mike

To: calgal who wrote (159807)	8/21/2000 4:32:22 PM
From: kemble s. matter	Read Replies (2) \| Respond to of 176387

Leigh, Hi!! RE: Dell said his company sells 10 percent of its servers with Linux installed--a larger fraction of Linux servers than any of his large competitors. He said he hopes that percentage will increase. Though Linux doesn't work on servers as powerful as high-end Unix models from Sun, IBM, HP, Compaq and SGI, Dell is interested in markets where more units are sold. With Linux as one of its three "strategic" operating systems, Dell can sell to about 80 percent of the server market, Dell said. I would imagine that within a few quarters will discover sentiment changing...Linux I believe will be one of the keys...Scott McNealy boasts he's not concerned... :o) Best, Kemble