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Technology Stocks : Dell Technologies Inc.
DELL 125.40+2.4%1:59 PM EST
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To: PAL who wrote (134993)6/29/1999 3:26:00 PM
From: stock bull  Read Replies (1) of 176387
 
PAL, re:<< Looking beyond this culture situation, there many overlapping units that could be trimmed to reduce cost and profit from economies of scale.>> This is my point. You don't want to pay for those units that you plan on trimming. If Dell were to buy Cpq, they would want to negotiate a price exclusive of the units to be cut.

Stock Bull

PS: As far as the stock is concerned. When the Street loses interest in a company, nothing much happens with the stock. That's exactly what we are seeing at this time. If the 50% growth returns, we'll see the stock jump. If the growth doesn't return, and stays at 30 to 40%, the stock won't do much as the pe is adjusted downward.
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