Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Data General Corp. "dgn" -- Ignore unavailable to you. Want to Upgrade?

To: David Lawrence who wrote (209)	4/6/1998 11:46:00 PM
From: Michael Watkins	Read Replies (2) \| Respond to of 354

I think this is a good news thing for Dell. Perhaps this was all the rumour amounted to - a business arrangement. Perhaps its a "lets see how this works" thing. CLARiiON will give Dell some high end capabilities -- the real question is how successfull will they be at selling this stuff over the phone??? The basic server components are all commodities now. Everyone has about the same stuff. Differentiation is in systems management, fault tolerance (another area becoming level playing field, more or less in the mid-tier anyways), and performance -- which in the server market ends up being Disk Performance. Is this simply a question of Buy vs Build? Dunno. Announcements area cheap... lets see what comes of it. Good to remember that the CLARiiON division is probably their second or first highest gross margin business unit (if it is second, it is second only to brake/fix customer service). They actively seek more and more OEM partners in this area. HP for years was their largest single customer for this product line... Good luck all! I second the June time frame!