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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: Patrick E.McDaniel who wrote (142915)	9/27/1999 11:15:00 AM
From: Sig	Read Replies (2) of 176387

Re Dell/IBM IMO the next two years are payoff time for both companies- for all the hard work they have done in the past. For IBM because they realized the value of opening up their patents to other companies. For Dell because they took the course of arranging for service by a worldwide, world class organization s rather than waste dollars and resources expanding in that area. For Dell to do that would have required doubling the number of employees when experienced people are very hard to find. Dell can now proceed in their best area of expertise, implementing manufacturing ,sales, and distribution efficiencies, and avoid the cost of expanding their existing services to handle the extra load created by that 50%/year growth in sales. And IBM will have a stable growing marketeer for flat panels, DD's, and other items on the drawing boards. It will take time for the magnitude of this combination to be measured( other than by Kemble)hehe. It will far exceed any of the present bank buyouts because the banking industry does not grow at 35 to 50%/ year. Sig( stepping off platform)

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