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

To: stockman_scott who wrote (169177)4/2/2002 7:43:18 PM
From: mepci  Read Replies (1) | Respond to of 176387
 
Scott: Blade servers, ItaNIUM-BASED 64BIT M/CS, 64BIT S/W including webservices and web appliances are going to make huge demand on IT spending in the years 2003-2006. Dell is wiser to focus on management s/w. HP already has one of the best n/w s/w in Openview. HP and CPQ combination can pose a formidable challenge to Dell, if Fiorna can handle it (I am skeptical of her abilities). It is going to be an interesting 4 years.


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