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Technology Stocks : Dell Technologies Inc.
DELL 117.44-1.6%3:59 PM EST

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To: zalesky who wrote (57149)8/8/1998 2:19:00 PM
From: jbn3  Read Replies (1) of 176387
 
DELL acquisition

Zalesky: re your The question I'm sure a few investors have on their minds is: Will Dell go shopping for a partner to compete with CPQ????

Anyone who has done DD on DELL knows it ain't gonna happen. What company can you name that would improve DELL's model or performance? Go back and read the HBR article. Read the transcript of this year's annual meeting. Read the report (on this thread) of last year's annual meeting. Read the annual report itself. Then, please name a company, the acquisition of which would improve DELL's efficiency, and the integration of which would not act as a drag or hindrance on focus and execution.

"To compete with CPQ???" Surely you jest. Go back and review IDC data for the past 3-4 years.

DELLish, 3.

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