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

To: Lockeon who wrote (95528)	2/6/1999 2:00:00 PM
From: Lockeon	Respond to of 176387

Internet and Post-PC article... Just found this article on the Yahoo thread courtesy RollsWrangler... moneycentral.msn.com Excerpt.... <snip> 3. Storage. The Internet creates a massive demand for storage. All that material from Lucy Lawless' home page to the company financials on the U.S. Securities & Exchange Commission's EDGAR Web site have to be stored somewhere for download. And they have to be cached along the way, along with applications for running them, closer to the end user to take some of the delay out of the "World Wide Wait." EMC Corp. (EMC) dominates the mass-storage market. I also like two newcomers, Inktomi (INKT) and Network Appliance (NTAP), that are attacking the market for temporary cache storage in the system.(Both EMC and Inktomi are Jubak's Picks. I've written about EMC and Network Appliance in my Jan. 11 column, "Two high-tech heavyweights and the tale of the tape" and about Inktomi on Jan. 5 in "Why Internet sales won't click without service.") <snip> and... <snip> At least initially I think some PC makers and dominant PC chip maker Intel also will prosper. Dell Computer(DELL), for example, is adding more high-priced servers and storage appliances to its product mix. And the incredible profitability -- how about 90% gross margin? -- of the high-end Xeon chips that power servers is part of the reason that Intel crushed analyst projections in the fourth quarter of 1998. <snip> Awesome - I think we're going to do fairly well, eh? <BG> Locke