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Technology Stocks : Compaq

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To: JRI who wrote (51520)3/4/1999 10:34:00 AM
From: rupert1  Read Replies (1) of 97611
 
john: I've read the releases.

It looks like IBM made a good sale today to DELL.

As for DELL, sure it gets technology and partnerships that will help it grow, and good luck to it. But what's so special? As a non-techie my big question is how is DELL going to control its costs, relative to its own past record, and relative to a competitor like CPQ, if DELL is so beholden to IBM for technology, chips and R&D.
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