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

To: Darth Trader who wrote (42556)	5/16/1998 12:49:00 PM
From: D.J.Smyth	Respond to of 176387

Darth, excellent article. Thanks for posting it. <<. The new leaders in this race for market share are Dell Computer, Microsoft and Intel.>>. Sitting where the writer is sitting it is obvious, I think, that Dell and Intel are moving in the right direction despite Kurlak's opinion. Kurlak has been using the same forcasting models of microprocessor growth to help form his opinions for many years. One would need to question whether he shouldn't update his models to include new paradigms developing (internet growth, etc.). Although Msft may drag (I hope it won't) for a while, Intel's stock accumulation picked up dramatically from $80 relative to blocks. But, I wasn't surprised to hear Kurlak's comments at all - was expecting them, as I'm sure others were as well. The sell off from $85 to $80 appeared to be from primary traders, market makers, etc. and not much from significant blocks.

To: Darth Trader who wrote (42556)	5/17/1998 12:36:00 PM
From: rudedog	Respond to of 176387

This article is nonsense and has almost no basis in fact, and advances a number of preposterous claims as well. This is another example of an uninformed idiot who is too lazy to do basic research making generalizations based on personal experience. Compaq was the earliest partner with Microsoft on web server markets, and currently has more than 50% of the NT web server market and more than 30% of all web servers. HP and DEC are also ahead of Dell in this market. CPQ and DEC will have a commanding presence in web servers. For an idea of CPQ's offerings take a look at compaq.com and for the partnership with Microsoft against SUN, see compaq.com (there are also links on the microsoft.com site). As far as the 'new leaders' statement, it should be obvious looking at where microsoft is deploying its marketing resources that this statement is absurd. Not that Dell does not have basically good offerings, but they are not in the top 3 in the Microsoft web server space, do not have significant programs aimed at SUN, and do not have the integrated service offerings needed to succeed in this space. This is a great potential growth area for Dell but they have a lot of ground to make up.