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


To: GVTucker who wrote (167223)9/25/2001 9:35:22 AM
From: Bob Frasca  Respond to of 176387
 
From Bill Fischofer, a well respected poster on the EMC thread.

Message 16409619

I've been waiting for this inevitable alliance for quite some time. Simply put, DELL+EMC = Goodbye SUNW, HWP/CPQ, IBM. This is the key alliance which will put the storage-centric paradigm "over the top" and permanently displace the old processor-centric one. EMC will supply the mission-critical storage core and DELL will supply the "disposable" server peripherals. This will have as profound an impact on the IT landscape as the introduction of RAID technology a decade ago.



To: GVTucker who wrote (167223)9/25/2001 12:09:51 PM
From: kaka  Read Replies (3) | Respond to of 176387
 
GV,

I thought the plan was for DELL to be an independent storage force and eat EMC for lunch; put the hurt to them while they are down, not make nice to them.

kaka



To: GVTucker who wrote (167223)9/27/2001 12:49:49 PM
From: John Koligman  Read Replies (1) | Respond to of 176387
 
GV - This 'option thing' with Dell and other techs is well known and has been out there for some time. I do have a question for you. Are there more 'tricks' that CFOs can pull using option strategies once again to 'push out' the day of reckoning, or is Dell basically screwed unless it's stock TRIPLES at this point.

Thanks,
John