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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: rudedog who wrote (1979)	9/27/1998 12:23:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 2578

Well my only point here is that I believe the complexity of Sap etc. made for centralized IT ownership of everything in the past despite some business trends to the contrary. Ex in 1994 timeframe I was interested when I saw Cisco and some other companies approach IT enterprise software as a profit center... where if one dept wanted a customization etc they would pay for it out of the budget expense to IT. This helped with some of the departmental screaming that was going on at the time when these apps went in. Now, that user-defined business model for IT is common, albeit a new thing. Still IT is in control because the apps architecture forces that to be so. As long as IT is in control, compaq wins. But if the apps lighten up, which I think is happening, then the corporate depts are going to do things outside the IT umbrella, analytical apps are an example of this happening today. When a non-IT dept wants to buy a midrange or lowend server (depending on how you define lowend) I think they will sway towards Dell. This is because Dell is a better marketer to the masses, their web site is simple and they offer a simpler product line. It all comes down to marketing if you leave the IT umbrella. Well, I hate arguing with you guys because I only have gut feelings regarding the Dell product v. compaq etc but sometimes these gut feelings turn out to be true do they not? Michelle