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Technology Stocks : Dell Technologies Inc.

DELL 134.89

+0.7%

2:38 PM EST

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To: stockman_scott who wrote (169068)	3/19/2002 2:48:51 PM
From: Sig	Read Replies (3) of 176387

<< don't see how DELL can lose when 2 large competitors are spending lots of their management time, energy, and money on merger campaign activities>> A key point as their problems. Will they build both HP and Cpq computers and where. Will they transfer employees (to where and at what cost?) and then teach then the HP way or the Cpq way of doing things. Which products will they eliminate from the market. Will they use the HP drafting techniques or Cpq's. Do they fire one ad agency, and one accounting agency ? How many supplier contracts will have to be re-negotiated? How will all these maneuvers produce a better computer or a computer for less cost than before? Dell will eat them alive until they get all the integration problems worked out and long afterwards We should hope they do vote for the merger. Sig

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