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Technology Stocks : Dell Technologies Inc.
DELL 137.90-1.8%10:17 AM EST
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To: Dorine Essey who wrote (145175)10/19/1999 5:00:00 PM
From: rudedog   of 176387
 
Dorine, Kemble, Leigh et. al. -


Message #145180 from Dorine Essey at Oct 19 1999 2:41PM

I was under the impression that ibm would quit selling it's aptiva line in retail stores and sell them only via the internet.

That's right and DELL is the benefactor IMHO. Rumor is that DELL will start building and distributing IBM APTIVA as of Jan. 1, 2000

Let's get this straight. IBM has been unable to get traction in the retail business with Aptiva. CPQ kicked them out of Radio Shack, CPQ and HP have been trouncing them on the shelves. So IBM gets out of the retail consumer business.

They go to the internet. How does that help DELL? IBM already OEMs the Aptiva - that would not likely be good business for DELL, which is just ramping up its own consumer offerings and does not have the model worked out even for its own sales. IBM would certainly not pay a premium to DELL over its current supplier, and that is a LOW margin business.

If IBM is successful in direct internet sales, this would potentially impact DELL more than other vendors, since DELL has the largest portion of direct internet sales.

Think about what you are saying - there is NO way to spin that news that is anything but neutral to negative for DELL.

PLEEESE!!! Think a little about this.
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