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Technology Stocks : Dell Technologies Inc.
DELL 129.94-6.2%Dec 12 3:59 PM EST

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To: jim kelley who wrote (28999)2/1/1998 5:51:00 PM
From: Gabriel008  Read Replies (3) of 176387
 
Jim, I've been reading a great deal on this CPQ/DEC merger and the implications for DELL. I find it particularly interesting that the
prevailing opinion seems to suggest that DELL has to acquire, be acquired or establish some form of strategic partnership with a company that has presence in the mid to higher-end server market.

I am limited by my lack of technical knowledge in this area and I'd like your feedback. IMO, it would seem that DELL needs both the the hardware and the sales/technical support on the client side in order to compete effectively in this market. Is Intel's merced chip enough to give them the guts of the hardware? Can DELL do the rest themselves? The client side technical support, IMO, is the critical factor and this they will either need to acquire or develop on their own. HWP, IBM & CPQ/DEC all have extensive technical/sales support operations. Who else has one that would or could strike a partnership with Michael Dell? I'd love to know the answer to these questions?
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