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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

3:59 PM EST

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To: stockman_scott who wrote (169071)	3/19/2002 3:19:52 PM
From: Sig	Read Replies (2) of 176387

Re EMC Dells bargaining power grows greater each day- dealing with financially troubled suppliers. Dell can be a god-send, buying large volumes at stable prices and providing a nominal profit and enough income to keep the supplier in business while avoiding major hassles of re-financing. No, they wont make a killing on Dell deals, but they will get to stay in the game until economics improve. Buying time to develop new products or eliminate inefficiencies and Dell will help them do that too. Both side win. But Dell will stay very choosey in a buy-out and especially one involving many employees. IMO dealing with employees is not an operation where large efficiencies can be achieved and I think Dell tries to go where efficiencies can be implemented more easily. Sig

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