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

To: calgal who wrote (160151)	8/30/2000 8:21:14 AM
From: Lucretius	Read Replies (2) \| Respond to of 176387

what's the word over here? where's this tub of value headed? up or down from here? where are all the old dellheads?

To: calgal who wrote (160151)	8/30/2000 12:00:03 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

CPQ's view of SUNW as competitor: U: Ed Zander told me in a recent interview that Sun is the leading server company, like their ads say, supporting the Internet? C: The enterprise-server business is 52 percent of our revenues; we sell more servers than anyone else in the world. We sell more Web servers than anyone else in the world. [Sun has] the revenue share. We have the unit volume. Let the games begin [smiles]. I respect them, [but] we definitely have more architectural flexibility. We're also below them in pricing. But we're in fault-tolerant systems, too, and there we'll scale the ProLiant servers up to meet their performance. This is going to be healthy competition. I always respect my competition; that's not to say that I'm not competitive. We have a unique relationship with Microsoft and Windows that allows us to lead in Windows and to drive the market. We have the edge of the Web, volume market [personal computers]. We have storage. Our service organization alone is bigger than Sun. upside.com