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Technology Stocks : Dell Technologies Inc.
DELL 146.68-1.7%Nov 7 9:30 AM EST
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To: rudedog who wrote (167602)10/24/2001 12:21:31 PM
From: kaka  Read Replies (1) of 176387
 
Rudedog,

Among the more vocal deals DELL made in the past were; Dell-IBM, Dell-Uis, and now DELL-EMC. How much overlap, and "stepping on previous deal shoes" do you think exists and will so many deals being a re-seller of other products instead of their own initiative hurt them in the future?

Cheers,
kaka

PS While you have been cautiously adding to your position, I've been selling slightly more aggressive calls and larger contracts. Dell @ 30 will be a difficult nut to crack over the next year.
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