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

To: Jack T. Pearson who wrote (45288)	5/28/1998 8:33:00 PM
From: AlanH	Read Replies (1) \| Respond to of 176387

Hi Jack, thanks for the response. As I say, DELL's situation is not just CPQ based. The recent article on SUNW v. DELL has sparked much interest. Do you believe the situation in question is typical? Clearly, as NT becomes more pervasive, UNIX players will lose market opportunity. But, I'm not convinced that the bulk of small businesses will adopt similar decision patterns as the broker in question. (If I were a skeptic, I'd say the situation was contrived.) It's finally stopped raining here, so I'm off to the bike trails. Cheers.

To: Jack T. Pearson who wrote (45288)	5/28/1998 8:49:00 PM
From: Logos	Respond to of 176387

Re: Compaq? Sure, Dell could try to take market share from Compaq, but ........ If I were Dell and wanted to increase sales of workstations and servers, I would bypass CPQ and go after Sun's small enterprise market. What OS would Dell put on these workstations and servers? Sun just seems to be in a pretty much different market from Dell and Compaq and all the other NT box crowd. Far easier to go after Compaq. Two reasons for this. First, Sun's customers are probably not all that used to the direct sales approach and may be hesitant to go that route on the first round, so if they want to get of Solaris and into NT, they might go with the NT equivalent of Sun, such as HP or Compaq or IBM. Second, a lot of Sun's servers scale to a level no NT server can even approach. Wolfpack and so on are just beginning to help NT out here, but until NT 5.0 comes out (and you have to wait at least 6 months before the bugs are worked out), Unix has it all over NT in scalability, which is one of the most important thing in an enterprise server. By 2000 or 2001, the combination of Merced and NT 5.0 will probably allow Dell to eat heavily into Sun's market, but I just don't see it happening today. Haz