Dell Technologies Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc.

DELL 140.77

+1.4%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Chuzzlewit who wrote (105671)	2/28/1999 11:18:00 AM
From: JRI	Read Replies (2) of 176387

Hi Chuzz.. Good points...as always about Gateway, and the potential competitive threat... Don't know if you noticed, but Gateway's market cap has bounced up to 11 1/2B....even with the hit computer stocks have taken in the past few weeks... It is not unreasonable to think that Gateway could have a market cap of over 15B...and even 20 Billion by the end of the year... I think this would rule out Compaq, no? They shot their wad on Dec... Hewlett-Packard, it looks like to me, has not been very acquisitive in its history..and culturally, that could be a wierd fit, indeed... IBM would seem to be the most likely acquirer...but is that the best way for them to use 15-20B? Jeez, it seems like some sort of alliance with Dell would produce better ROI, but...not everyone thinks like Dell in these matter (alliances vs. making/buying) After this calender year, Gateway will probably be too expensive for an acquisition to make sense anymore, no? I don't see anyone making a run at Micron..they just don't seem to be very good at what they do....

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next