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Technology Stocks : Dell Technologies Inc.
DELL 126.41+2.8%Dec 19 3:59 PM EST

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To: rudedog who wrote (165537)5/23/2001 11:02:17 PM
From: Sig  Read Replies (1) of 176387
 
<<<The acquisition folks have been talking about is Unisys - they have a high end product line, a big service
organization, and the price is right. I would predict that the introduction of Unisys thinking into DELL would be like pouring sand into the gearbox. That deal would only make sense on paper. UIS has 36,000 employees - the reality of that kind of acquisition would be serious degradation, if not elimination, of the DELL culture.>>
My guess more likely to be Palm: Much younger crowd, only 14 months old co., big product line, low price stock somewhat distressed. With 4.4 bil shares in the Dell kitty, 150mm of those plus a bit of cash would buy the company. Dell already sells Palm products -could implement production and delivery efficiencies in existing facilities.
Let existing contracts with UIS stand.It would be much harder to implement Dell-type efficiencies in that company. Sales per employee at UIS is around 1/5 th that of Dell.
BWDIK about what Dell is thinking here in acquisitions.
Sig.
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