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

To: OLDTRADER who wrote (122112)	5/4/1999 11:19:00 AM
From: stockman_scott	Respond to of 176387

William: What is your assessment of EMC? I have two relatives that have a position in this stock? Fortunately they own more DELL. I am thinking of having them sell EMC and rotate into more DELL. I really feel that DELL will increasingly apply pressure on EMC in the lucrative enterprise storage market. I am convinced that DELL has a laser like focus on being a BIG player in this market. TM spoke about that on the ML conf. call recently. DELL has a lower cost structure and IMO a better business model than EMC. That is why I choose to have DELL as my only hardware and storage play. EMC is a well run company (not an easy competitor like CPQ) but I feel they may have some trouble delivering the type of growth they have promised. Any thoughts? Best Regards, Scott