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: Byron Xiao who wrote (87858)	1/5/1999 3:05:00 PM
From: TCBinAugusta	Respond to of 176387

Hey Byron, They teach you all them cusswords at UNIX school? TCB

To: Byron Xiao who wrote (87858)	1/5/1999 3:05:00 PM
From: Venkie	Respond to of 176387

Give me a flashlight.I am blind and cant see.. Aol at 600 this yr..I hope so but 600..Is that with or without a net correction..I still like dell better than Sun...Its not over until its green backs in the wallet

To: Byron Xiao who wrote (87858)	1/5/1999 3:14:00 PM
From: Lee	Read Replies (1) \| Respond to of 176387

Hi Byron,..Re:. After all, when they have invested millions in SUNW's Soloris systems, why throw those away and buy NT? Market dynamics will prevail; therefore, the low cost producer has a definite edge. Fiscal responsibility insures that alternate solutions will be considered. And which companies can you think of who are sensitive to customer requirements and costs? Regards, Lee

To: Byron Xiao who wrote (87858)	1/5/1999 3:25:00 PM
From: Boplicity	Respond to of 176387

Byron, I have to admit, I was one many here talking down SUNW, but the market never lies, the market is sure voting in your favor. Greg

To: Byron Xiao who wrote (87858)	1/5/1999 5:42:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

Byron Xiao, <<After all, when they have invested millions in SUNW's Soloris systems, why throw those away and buy NT? >> not to be a veritable smart ass, but Dell outperformed SUNW in price range in 1996, 1997 and 1998. 1999 has just begun. SUNW has certainly outperformed recently and you obviously know a lot. however, i was told (please correct me if wrong) that SUNW's platform extends to about 18% to 20% of its potential market; other platforms coming from europe and older platforms. the current potential market in need of replacement remains quite large at over 55% - "needs replacement" meaning cutting out the cobol crap and moving to languages like Java, upgraded UNIX, etc. so the potential market in need of replacement is still significantly larger than SUNW's current domination - which, in essence gives rise to NT's potential entrance as a means of replacement. if you read current analyst comments on MSFT regarding NT, they believe that NT will capture a significant share of the replacement market. the "replacement market" is only one aspect since still over 70% of the world's businesses remain unconnected - China being a largely untapped market yet. so, it is this "replacement market" and the "untapped market" which NT looks to move into; and which should give Dell a supposedly continued strong left hook upward when it counts. your comments?