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

To: Meathead who wrote (161812)	10/6/2000 12:56:14 AM
From: Bob Askins	Respond to of 176387

AMD is making significant inroads into the commercial side in Europe but has a long way to go in the U.S. Your point about IT managers reluctance to use anything other than Intel is correct. But I believe it has less to do with "legacy" compatibility but more along the lines that the most of these managers are lemming in suits who insist an an all Microsoft shop, are convinced that they can never get fired by buying Cisco and Intel products, and back in the 80's wanted nothing but Hayes modems.

To: Meathead who wrote (161812)	10/6/2000 6:36:57 AM
From: Bill Jackson	Respond to of 176387

Meathead, The lemmings response to your message from another writer is reasonable and correct. There is a lot of beurocratic inertia among ignorant suits. The techs in MIS are often early adopters of AMD kit as they buy with their own $ and not corporate $. The walls are eroding. dell has not been there long enough to be unassailable....look at IBM and how the dell model switched them on economic grounds. Now others will do the dell model, as good as or better than dell and Dell will lose share as others force their way in. Thoise used to huge year on year growth with dell will have lower horizons and lower SP multiples. This has been reflected in the Dell SP already. It will not go far from where it is now, maybe a little lower is all. Bill