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Technology Stocks : Dell Technologies Inc.

DELL 119.41

-2.7%

3:59 PM EST

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To: kemble s. matter who wrote (141572)	9/8/1999 7:42:00 AM
From: GVTucker	Read Replies (3) of 176387

kemble, RE: I strongly believe an IBM/DELL deal of some sort will be done sooner or later I don't think that IBM would have devoted so much time and $ to the Intimidator, a server introduced yesterday that directly hits a DELL stronghold (price around $3.5K, dual Pent III processors), if they were contemplating a deal with DELL. In addition, IBM Credit filed $10 billion on the shelf yesterday. That is indicative of a company that wants to make an acquisition, not sell a division. So it may happen later, but I doubt sooner.

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