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

To: Paul Reuben who wrote (80798)	11/16/1998 7:11:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176388

Dell already sells Linux servers. So does CPQ, IBM and HP. The 'Titanic' rendering was done on Alpha servers running Linux. The most likely casualty of the Linux emergence is SCO. Solaris X86 is probably next in line. Dell does not do any significant business with either of those, so they might get an incremental play in helping Linux penetrate those markets. But Linux has to make it to the mainstream before it would fit the Dell model. There is currently not enough support or a solid development roadmap. Those things may come in time but until they do, Linux will not develop the critical mass it would take to drive a full fledged product offering from Dell. If that happens, there is no particular reason to see Dell benefiting more than the other vendors. I don't expect Linux to replace the industrial strength 64-bit UNIX offerings like Solaris, HP-UX and Alpha Unix any time soon. The conflict between low end and high end Unix is mostly imaginary - I could go into more detail on this but Linux actually helps the high end Unix vendors because of the OSS requirements, and the tendency for the applications to be OSS also, which generates application base at no cost to the high end vendors.