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Technology Stocks : Dell Technologies Inc.
DELL 133.78-0.1%Nov 14 9:30 AM EST
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To: Patrick E.McDaniel who wrote (144169)10/8/1999 11:05:00 AM
From: Sig  Read Replies (1) of 176387
 
Pat Re IBM/Dell
Ties getting much stronger now. Dell becomes the "Name"
in P/C's and servers. IBM retains the big box business
but perhaps Dell builds them or IBM adapts Dell efficiencies
to building them.
Then with Dell expanding production so fast needs greater service support but does not care to invest heavy dollars in that area 'people' area when IBM already covers the world.
The result is a win-win situation as far a business is
concerned with the advantage going to Dell as far as
stock price appreciation, since IBM has a beaurocracy to
contend with so expect some slimming there.
Am not sure whether they need a name change or stock swap
in the typical modern manner. Each name is powerful by itself
Dell representing a younger, progressing, modern Web-oriented efficient organization will have to be retained somewhere.
With the advent of video conferences and direct access
to each companies products and design data the four companies, Dell, Intel, Microsoft, and IBM should be able to work together
without everyone living in the same building.
Some PR artist may be trying to figure out how to
present the Dell/IBM combo to the world thru advertising and
show a greater connectedness, but at this time Dell uses several
other service organizations also.
Summary:
If this affair with IBM progresses to a public church wedding
we could expect a major jolt in Dells price, but that won't
stop Dell from fooling around in other areas-China, Brazil,
Australia?? Whos next?
Sig
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