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

To: OLDTRADER who wrote (168774)	2/12/2002 12:13:08 PM
From: kemble s. matter	Read Replies (2) \| Respond to of 176387

Bill, Hi!! So going in large again? Well, been thinking about what Sig's message really implied yesterday... Message 17040549 Once again the impact of this model on the others is what is so overwhelming...For how many years has no one been able to stop this? Sure, Michael says his greatest advantage for many years was that no one took him serious...But, let's face it...The days of taking pot shots at his company and laughing at his resolve are long gone...Oooh, I read in Fortune where Scott McNealy is still poking fun at MSD but then you'll never change his ego...Bill, it's the value of DELL that Sig keeps bringing up...He's done it with math while some of us just keep searching for how he's gonna be stopped...I can't see it happening...And shortly,with or without the HWP/CPQ situation...The Dell Model can only accelerate or continue to focus a clearer example of why the model is unbeatable... Found this from the recent Fortune article: DELL's Domination Holt's charge is simple: Reenact the success Dell has had with servers in the $30-billion-a-year storage market by persuading customers to change brands. In a sense that becomes easier every quarter, since the IT manager who was a tough sell for his first Dell server is an easier sell for his first piece of Dell storage. Endeavors like Holt's also entail going to war with former allies. Some competitors scoff at the idea that Dell will ever get a firm hold in storage, where it ranks just seventh now. But the company already has a $1.4 billion run rate in storage, its revenues are growing at 27%, and the business is ripe for a low-price alternative. Sure sounds like Windows servers a few years back.... "YOU'VE GOT 150 MILLION COMPUTERS THAT ARE OVER THREE YEARS OLD, 45 MILLION OF WHICH ARE IN THE LARGE CORPORATE ACCOUNT SECTOR IN THE USA, WHERE DELL HAS ABOUT 40% MARKET SHARE. IF WE CAPTURE OUR 40% OF THOSE 45 MILLION, THAT ALONE WOULD BE 18 MILLION UNITS-WHICH IS WHAT PEOPLE EXPECT US TO DO FOR THE ENTIRE YEAR." msd Fortune Entering here Bill is a great opportunity... Best, Kemble