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

To: LEE WOOD who wrote (248)	10/29/1998 1:31:00 PM
From: Michael Watkins	Respond to of 354

Its nice to see they turned a profit this quarter. I find the statements about returning to profitabilty a little crass given the performance through the year. The market would react better if there had been more of a trend. Perhaps next quarter. With most of the AViiON revenue coming from NT, I hope to hell that they have a good plan to compete with the likes of Compaq, IBM, HP, and for some accounts, Dell. I wonder what slice of the NT AViiON revenue would be considered "low end" and therefore easy prey for the above mentioned companies and others. Low end AViiON don't neccessarily drag a lot of CLARiiON. If any analysts have seen breakouts on this that would be interesting. Productizing service was something else happened (RELiiON). Does productizing / branding / seperating mean anything special? Easier to divest? Or just a brand?