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

To: Boplicity who wrote (118258)	4/17/1999 3:21:00 AM
From: edamo	Read Replies (1) \| Respond to of 176387

greg...re: emc and dell... dell is my single largest holding..i started buyin in 1996..why, because of management and their business style...i also own emc..for the same reasons...i'm sure dell will at a point in time enter the storage market...but emc has a tremendous head start..it took emc four years to surpass ibm...they have strategic alliances with major computer manufacturers who aid in the design, application and sale of their product..i'm sure you know that...i believe they are very similar type companies..customer oriented and customer driven..the market is growing...i doubt emc will be "demolished" at least not within the next few days...<g> dell a great company, i'm a believer, but i also believe in other great companies..and in my mind, which is the only mind that matters..i consider emc an aptly managed organization...ed a.

To: Boplicity who wrote (118258)	4/17/1999 11:52:00 AM
From: rudedog	Read Replies (2) \| Respond to of 176387

greg - My point about EMC's PR ability is that they have taken an expensive and relatively niche product and portrayed it successfully as an example of the "new wave" while they actually scrambled to catch up to the majors in multi-vendor storage capability. Their software "rides the stack" instead of being well-integrated. They have been in "fast follower" mode on functions and capabilities for years. I know the EMC thread people believe the story that EMC has a leadership position - so do many IT managers. These are the same kind of people who believed for years that "you'll never go wrong buying IBM". EMC is very vulnerable in their business model but, like IBM, it hasn't kept their stock price from soaring. At the high end of the business where EMC competes, and where DELL wants to go, it is not Platform which drives the sales, it is the combination of platform, software and services. These systems are so complex that no big IT shop is going to "roll their own". Without the whole package, DELL will only play on the low end. They need to pull it all together to make the plan work.