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

To: ace al who wrote (65275)	9/14/1998 11:28:00 AM
From: divvie	Read Replies (3) \| Respond to of 176387

I am a DELL bull and have been long DELL for 2 years. I firmly believe that in order for DELL to maintain its growth rates it needs to continue to make the inroads that is has done in the corporate market with NT servers. I was confident that DELL would be able to do so, helped in no small part by (and I'm sorry that this seems to be my constant refrain) MSFT and its inability to get NT to scale effectively, thereby requiring multiple clustered servers. However, this pact with CPQ makes DELL's future in this market a lot less certain. I will be watching this development very closely to monitor the potential impact. The CPQ thread seems to have a lot of posters that fully understand the enterprise issues, such as scalability and failover recovery, and I think it would be prescient for the DELLheads here to lurk around there to see how this develops. Rudedog, IMO, interpreted this news very well. BTW, the reason MSFT needs to collaborate is that NT cannot be all things to all people at all levels. CE is a cut down version of NT, NT is a client OS, network and application server. It needs to get more like Unix to compete in the enterprise, thus this deal, if it actually produces workable code, is the right move for both MSFT and CPQ. My fear is that, if successful, it could squeeze out not only DELL but SUNW and HP in the Unix market so we will be left with much less competition and a duopoly across the whole range. Not good.