Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Boplicity who wrote (161100)	9/26/2000 10:11:20 PM
From: Meathead	Read Replies (3) \| Respond to of 176387

Re: do you feel DELL has the in-house expertise to pull off a home grown NAS product I think the acquisition of ConvergeNet certainly gives them access to the resources to combine with their previous RAID storage development activities and knowledge base acquired over the last 6-7 years. But I dont think they intend to compete as much with EMC and NTAP right now as much as they intend to compete with IBM, HWP and CPQ. Dell has also spun of a separate storage division which is uncharacteristic given the assumed sub 1B in annual revenues. They usually incubate business under the umbrella of a larger business before cutting them loose. How this meshes with ConvergeNet at the moment I don't quite understand. But, I think this move in conjunction with doing the unheard of (buying a company) signifies how serious they are about this market and it's opportunities. Also, ConvergeNet is reported to have it's own 'Storage Domain Management' software suite that lets a company centrally manage resources in hertogeneous environments. Dell now owns this and has a jumpstart on a key building block. Maybe this parting of ways is a sign that Dell will soon announce new and competitive products from the acquisition. Dell still plans to ship NTAP's new F840 appliance for now however. But as I mentioned before, Dell is a newcomer here and has a long way to go. But I'm betting they get positioned to garner a significant share of future growth in the low to mid range. MEATHEAD