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Technology Stocks : Dell Technologies Inc.

DELL 121.05

+4.9%

Feb 6 9:30 AM EST

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To: kemble s. matter who wrote (174586)	3/15/2005 1:55:35 AM
From: Sr K	Read Replies (2) of 176388

LXK would kill DELL's ROIC, inventory turns, and cash conversion cycle - 3 angles of the same thing - that DELL is so proud of. Even if it "worked" imagine that HPQ spins out HPPrint and that makes sense. What would DELL do? Follow HP?

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