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To: Jock Hutchinson who wrote (98893)2/13/1999 5:28:00 PM
From: BGR  Respond to of 176387
 
Jock,

Again, I am not comparing EMC's present business to DELL's present business. My EMC example was to show that the storage business is not the uniform low-margin swampland that you paint; there are excellent opportunities out there.

Nobody in their right mind would compare a 64-processor SPARC Starfire server from Sun with a 4-processor Xeon-based NT server that DELL offers today. But if one writes off DELL's server business' future based on such backward looking comparisons, I have to disagree.

-BGR.