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

To: rudedog who wrote (118242)	4/16/1999 9:56:00 PM
From: stockman_scott	Respond to of 176387

<<And I said "if DELL can pull it together". This is a somewhat risky play, but at least it is in character for DELL and potentially opens up a big new market without violating DELL's basic business model. Time will tell. EMC still has a ways to run, this is a complex topic and the EMC folks are great at PR. I have known some of the principal players there for a long time and they could charm the numbers off a gold watch. >> Interesting comments rudedog....Of the two companies you mentioned, I would bet on DELL as a storage leader in the LONG TERM. Too many folks have underestimated DELL in too many of their new markets...I have heard MSD and TM state that DELL is totally focussed on growing their presence in the storage field. I have no reason to doubt that they will be able to follow through. Why shouldn't DELL be able to offer very high quality storage solutions at a lower cost than EMC, CPQ, SUNW, or IBM??....IMO, DELL will effectively use the virtual integration model to address the service needs. The storage market is way too large and too lucrative for DELL to ignore. Many of DELL's Fortune 1000 global customers would welcome new solutions that they could purchase DIRECTLY from DELL. IMHO, this arena is about to be revolutionized by DELL (and their strategic partners like NTAP). Best Regards, Scott

To: rudedog who wrote (118242)	4/16/1999 11:32:00 PM
From: TechMkt	Read Replies (1) \| Respond to of 176387

Rude, Do you know anything about Network Appliances capabilities versus EMC? I know EMC is much larger, but can DELL get what they need from NETS to compete with EMC? Thanks. Fez

To: rudedog who wrote (118242)	4/17/1999 1:31:00 AM
From: Boplicity	Read Replies (2) \| Respond to of 176387

Then key! re:EMC still has a ways to run, this is a complex topic and the EMC folks are great at PR. I have known some of the principal players there for a long time and they could charm the numbers off a gold watch. With all due respect. SO! Come on rudedog, I could give two shits who you know, that's yesterday. The real augment is can DELL do to storage what it has done to PCs. And yes you hit it when you said complex. DELL must move beyond the toy (PC) to being a computer company! Frankly, all I see out of DELL is a manufacturing delivery power house to date, which has severed them well up to now, but now they need to move beyond this, and push the envelop, and defined and lead! One can say software drives the industry, I beg the differ, it's plate form that enables the enterprise to perform and storage should be the Trojan horse for DELL. p.s. re: EMC is weaker in its software offerings than either CPQ or IBM, Say that to the EMC holders. Please educate me on this. Thanks you, you are gentleman and a scholar rudedog thanks for taking the time to inform me. greg