moose:<internet services companies> you mentioned INTC to make your point, and this confused me (but I do agree with your point). Would you elaborate on your concept about internet services companies, in particular?
btw no way is IBM going to take a 30% equity position in Dell at this time. Both companies know what they need to be doing next, and have very separate next steps. I am not at all against Dell; just would prefer them not to have IBM as a 30% equity partner at this time.
Kemble, I know this is your dream, but I don't think your contacts are at all close to the ibm executve office. Dell will do extremely well long run, just doing what they do. The stock NO LONGER NEEDS TO EXPLODE.
I'd be much more concerned with how they compete with sun in the server market. This, to me, is their strategic weakness, at the moment.
I live within Sun territory, and run into their programmers. I am always impressed with their focus and determination. And, interestingly, they use Goldman Sachs as much as Dell does. I'd actually be much more interested in stronger ties between those two. They have both had to be scrappy, to get where they are. And Goldman Sachs has the corner on almost any Internet ipo they want a real interest in.
Out here, the Goldman Sachs and the venture capital types, are at the very center of some of the best strategic thinking. And they are not interested in whether Dell obtains IBM as an equity investor. |
