IBM Message Board - Msg: 14261152

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Technology Stocks : IBM

IBM 291.37

-4.7%

3:59 PM EST

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To: John Koligman who wrote (6694)	8/23/2000 11:40:21 AM
From: Arrow Hd.	Read Replies (1) of 8220

My thoughts on Dell doing manufacturing for IBM are that it is doubtful. I think IBM will move towards emulating the Dell manufacturing model and that IBM will be more careful in which markets they participate in. IBM will continue the PC R&D and will continue with selling IP and other sub-PC commodity to Dell and others. IBM will migrate to whatever niches exist that optimizes E to R so that the division can be profitable at a level of margins consistent with the Corporate model. But IBM will never own this space and can only exist by picking off the pieces that work.

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