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Technology Stocks : Dell Technologies Inc.

DELL 138.61

-1.4%

1:28 PM EST

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To: rudedog who wrote (149210)	12/13/1999 9:26:00 PM
From: jim kelley	of 176387

Dubious at best. However, the knives are sharp at the top.<G> The first question: is IBM serious about selling its components to DELL? I believe the answer to that is yes. The next question: is IBM serious about providing contractual services to DELL at the enterprise level? I believe that the answer is "sort of." In the meantime, they are busy selling their "e-anything services" and would not hesitate to write what ever DELL relevant communication reports are neccessary to leverage this new business. Finally, is IBM interested in dumping the money losing part of their computer business on DELL. My answer is that they do not have to because it will shrivel up on its own. JMO JK

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