Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mohan Marette who wrote (80276)	11/14/1998 4:50:00 PM
From: jim kelley	Respond to of 176387

Mohan, It more than fear of losing market share to DELL. All of those companies have been losing to DELL when evaluated on a real growth basis. The "enemy of my enemy is my friend" seems to now apply.( Whether the collusion of these three companies is legal or not I do not know. But it is clearly collusion.) SUN developed a high speed bus architecture some years ago in collaboration with Xerox. This was the called Dynabus. It was used in their high end 32 bit servers. It took them quite a while to engineer the chipset for this architecture. I think that Intel would want to control the I/O bus architecture for the chips that it is manufacturing. Intel is the main company with control of the PC architecture and capability to mass manufacture the chipsets and can insist that HWP, CPQ and IBM play ball. I think in the end these companies will be forced to collaborate with Intel and DELL. Alternately, DELL could put forth its own standards proposal and enlist the other companies in the industry to support it as an open standard.