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

To: Lizzie Tudor who wrote (175990)	11/5/2007 1:58:58 PM
From: stockman_scott	Read Replies (2) \| Respond to of 176387

Dell flashes its cash for iSCSI SAN specialist byteandswitch.com <<...Dell announced plans to acquire iSCSI SAN specialist EqualLogic for a massive $1.4 billion in cash this morning, in the year's second-largest storage-related acquisition so far. The move comes just a few months after EqualLogic filed the paperwork for an IPO expected to raise $125 million, and underlines the growing momentum behind iSCSI. Dell recently unveiled its own iSCSI SAN in an attempt to tap into the SMB storage market, and the vendor is keen to strengthen its portfolio against rival vendors such as IBM and HP. "Storage is the fastest growing part of Dell's portfolio, and we want to extend that," said Mike Arterbury, Dell's director of storage operations, outlining the vendor's plan's for EqualLogic's iSCSI-based SAN systems. "We're going to run two plays here," he explained. "One is to extend the EqualLogic line and the other is to integrate that into our PowerVault product line." Specifically, Dell is planning to build EqualLogic's technology into its 1000, 3000, and 3000i PowerVault disk arrays. Arterbury would not go into specific details about this integration plan, but he confirmed that EqualLogic's PS Series hardware could form the basis of a new high-end PowerVault device. It appears the bulk of EqualLogic's 384-strong workforce will be moving over to Dell. "Our intent is to keep as many of them as possible," said Arterbury, although the exec could not confirm whether the EqualLogic CEO Don Bulens and his management team will be joining Dell. "We're working through the details of that right now," he added. In a note released earlier today, analyst firm Goldman Sachs described the EqualLogic deal as a shrewd move to "jumpstart" Dell's storage business. "EqualLogic is the standalone leader in the iSCSI space, selling its storage to a wide range of small and medium-sized businesses," wrote analyst Laura Conigliaro, adding that this will enable to Dell "to get off the ground running."...>>

To: Lizzie Tudor who wrote (175990)	11/19/2007 10:44:31 PM
From: TigerPaw	Read Replies (2) \| Respond to of 176387

I hate to admit this, but I discovered I am the proud owner of 1300 shares of Dell. I thought I had dumped all the stock a couple years ago, but way back when I worked for them they kept changing where shares from the employee-purchase plan went. Some went to a company that I signed up for e-mail notifications of reports (and I think I used my SI email which has since been disappeared). At any rate I usually send a bale of papers around tax time to my accountant and didn't notice these for what they were. I guess the e-mail notifications bounced too often and they started sending me snail-mail accounts again and low-and-behold there were a bunch of shares split off from the originals. I guess that means I have to worry about Dell's fortunes again, or sell these shares. TP