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

To: D.J.Smyth who wrote (161065)	9/25/2000 5:35:48 PM
From: Tony Viola	Read Replies (1) \| Respond to of 176387

Network Appliance CEO (Daniel Warmenhoven) stated EMC has fallen behind the curve...much too dependent on RAID... If Daniel Warmenhoven's way of knocking EMC is saying they are much too dependent on RAID, he isn't very bright. Everyone uses RAID, even NTAP. RAID is to any kind of storage like pipelining and caches are to CPUs. He can't say ENOUGH bad about EMC. No class. Even Scott McNeally was heard to tell his people recently that Sun people had to start acting like a leader and stop badmouthing the competition. Dell, by the way, is said to be introducing their own network appliance storage array. About 2 months behind Compaq, but better late than never. Wasn't Convergenet supposed to have an NTAP type device when Dell bought them? Tony

To: D.J.Smyth who wrote (161065)	9/25/2000 8:53:42 PM
From: Meathead	Read Replies (2) \| Respond to of 176387

Re: Someone is an idiot. That is for certain... There are apparently lots of idiots. IMO, anyone who would buy into EMC or SUNW at these valuations should be very worried about their investment. EMC = 224B mkt cap, 31X sales, PE178 with a projected earnings growth of ~35% for a company with annual revenue less than the cash on Dell's balance sheet is a tad overvalued in my book. Good products, yes. But they are in a business that can and will be commoditized (hardware). Dell has proven they can do this in the PC space. Now they are gunning for servers and storage and no one can prove that it can't be done here as well because the competing technology exists. If I were a stockholder in EMC/SUNW, I would be very worried about a company with 33B in annual sales and 9B in cash with a proven track record of disrupting an entire industry going after my cash cow. Michael Dell would have to be portrayed as an idiot in my book just so I could sleep at night. Besides, Dell only spends half a billion annually on R&D so there's no way they can deliver competitive products right? Maybe history does repeat because everyone laughed at the small company with 60M in annual R&D spending when it proclaimed it just might put a little hurt on the big boys, IBM, CPQ, DEC and APPLE in the PC space. MEATHEAD

To: D.J.Smyth who wrote (161065)	9/25/2000 8:57:11 PM
From: John Koligman	Read Replies (2) \| Respond to of 176387

Darrell OT Are you posting over at the Yahoo Zoo? This post looks suspicious to me <ggg>. Best regards, John T Now Trading Below Book Value ! by: StkWin 9/25/00 4:09 pm Msg: 89659 of 89748 Hard to believe that T, the stock that was always a safe haven for widows and orphans, has turned out to be such a nightmare. Earlier this year I took a real beating on another stock. I sold everything at a BIG (6 figure) loss and dumped what was left into T at $50 and then the rest at $39. I thought it was safe, and every analyst was bullish at $50. Now I'm in another nightmare with T. The whole market is SCREWED up and irrational. Stocks with no earnings can trade at $100+. Stocks that make money trade below book value. The analysts are all F.O.S. I'm leaving my investment in T alone, since it is mainly in my IRA, that has lost 80% of its value. I hope that when I'm 65 in 20 years, I'll get my money back. In the mean time all of my money is going into C.D's that are now paying 7 to 7.5 %. Everyone I know that has invested in the market over the last few years is getting hammered. If they happened to make a "killing" at one time or another, they have now given back all their profits and then some. The days of 30 % and 100 % returns in the market are over for years to come, IMO. Now the majority of people are stuck trying to get even. Personally, I've had it with stocks, analysts, marketmakers, CNBC and all the manipulation that goes on day after day. Look at MSFT, LU, GT, XRX, T, MAT, PG, etc...All world class companies that are at multi-year lows. The list goes on and on. A 7.25% FDIC insured CD is not so bad after all. Better than losing your hard earned money. I like sleeping at night, not having to worry that my stock will fall 30 points because they missed the quarter by a penny. Good Luck to ALL from a fed up stock investor.