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Technology Stocks : IBM
IBM 306.44-1.9%Nov 7 9:30 AM EST
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To: JakeStraw who wrote (8020)12/8/2004 9:57:28 AM
From: Peter Dierks   of 8218
 
Of course Michael Dell would talk down the IBM / Lenovo deal. Considering that the PC business accounts for a significant share of Dell's profit, he is probably more concerned than he is publicly saying.

For IBM the deal appears on the surface to be a winner. They have not assembled PCs for a while. They shed the overhead. They shed to low margin business. They will probably still be able to sell a branded PC.
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