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Technology Stocks : Dell Technologies Inc.
DELL 133.59-1.8%Dec 3 3:59 PM EST
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To: jim kelley who wrote (147827)11/22/1999 5:35:00 PM
From: D.J.Smyth  Read Replies (1) of 176387
 
<Fortunately, it looks like DELL has only one toe in the
IBM bath tub>,

IBM has been losing accounts to SUNW and others in China and Latin America. Asia and Latin America are both viewed as major growth markets into 2000. I don't believe that IBM now views Dell as an enemy. They view others taking their mainstay as the enemy and are beginning to view using Dell as the battering ram, as it were, to help breakdown the opposition's doors. IBM and Dell can be viewed, in part, as the alliance bw Germany and Italy during WWII. Both were suspicious of each other, but both had different needs, strengths.

I'm sure IBM, in using the Dell "ram" is concerned too about the trojan horse effect; but they can put agreements in place that would limit any potential damage here.

this all sounds so cloak and dagger; you'd think we were discussing computer armageddon.
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