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Technology Stocks : Dell Technologies Inc.

DELL 117.42

-1.7%

3:59 PM EST

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To: Patrick E.McDaniel who wrote (168349)	1/9/2002 3:27:25 PM
From: kemble s. matter	Read Replies (2) of 176387

Patrick, Hi!! RE: Peter Foster, principal at analyst firm Ovum Holway, said the shift in focus is in line with IBM's wider ambitions. "Given how tight the PC market is, and given IBM's continued push into the services sector where it has said it wants most of its revenue to come from in the future, I'm not surprised to see them chipping away at less profitable operations like this," Foster said. "They will probably stick to the cheapest way of doing business, but the question is can they continue to compete in the PC market? I don't think they can," Foster said. Where have I heard this before? :o) Yeah, perhaps I'll take early retirement and become a sales rep... :o) Michael keeps mentioning "ONE" will leave the PC industry...Just one huh? Best, Kemble

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