Dell Technologies Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc.

DELL 114.93

-1.9%

3:12 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: OLDTRADER who wrote (151476)	1/16/2000 11:05:00 PM
From: Patrick E.McDaniel	Read Replies (1) of 176387

William, AOL/TWX has many problems that don't exist in a IBM/DELL alliance of some kind. These are 2 different animals trying to work a long term solution. IBM/Dell are in the same field. When 2 companies of different P/E's come together they generally end up with the new company with a P/E between the two. That is why I never understood the market loving this deal in the beginning. The deal is based on AOL stock and it is going to come down. IBM/Dell would be based on the lower P/E stock IBM and would be win-win for all shareholders as the ratio of Dell shares would be set and IBM price would move up. Dell gets PC business, service support from IBM and IBM get's the PC headache off their backs and management skill to turn new products out quicker. Pure speculation and the devil is in the details but I think it is far different from apples to oranges. Pat

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next