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Technology Stocks : Dell Technologies Inc.

DELL 146.68

-1.7%

Nov 7 9:30 AM EST

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To: Chuzzlewit who wrote (106370)	3/4/1999 10:07:00 AM
From: Jock Hutchinson	Read Replies (6) of 176387

The most promising aspect of the DELL IBM agreement is the licensing of IBM's advanced semiconductor components. While the agreement will have no impact short-term, this has enormous implications long-term and essentially moves DELL into the front line of high tech high-end marketing for the foreseeable future. This ultimately assures DELL's long-term survival in a way that no other agreement could. Dell has gone from an assembler of a commodity product to a marketer (sans risk of development) of cutting edge technology. This is a brilliant masterstroke. I would not want to be a short going forward.

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