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

To: rudedog who wrote (160162)	8/29/2000 8:40:21 PM
From: Mary Cluney	Read Replies (1) \| Respond to of 176387

Rudedog,<<<This made possible the rapid penetration of Wall Street by SUN / Sybase products running a variety of specialty software, and penetration of Oracle accounts which had previously been strongholds for DEC VAX (which had about 35% of Oracle's platforms at that point) and HP. It would not have been possible without a careful and well funded effort by SUNW.>>> I generally agree with you on how SUN mounted a marketing and engineering effort to win business away from DEC, Tandem, Stratus and others on Wall Street and the back rooms of brokerage houses. But I disagree on the conclusions you are suggesting. The techies on Wall Street may have loyalties and stick with vendors whose products they are familiar with, but the decision makers do not have any such loyalties. They are of the mind of what have you done for me lately. In this regard, I beleive SUN is up against a very focused assault from the tech savvy and deep pockets of Intel who are targetting their big silicon guns (P4, peer to peer, and IA64 architecture) on the IT market that SUN find themselves in as an interim, at best, incumbant. These tectonic shifts come very quickly. I have no doubt that Intel will succeed in this market. I have already made some money on Intel over the past few years, but I now believe there is more head room so to speak, in investing in Dell. MSD is really a smarta$$, as you have been pointing out. He doesn't really do any heavy lifting. He will slip in behind Intel's charge, just as race car drivers do slipping in behind the faster race cars. Mary