Pundits weigh in-->Ashok Kumar,Piper Jaffray--->George Logemann,Yankee Group-->
''This will help Dell in the enterprise (corporate market),'' said Ashok Kumar, an analyst at U.S. Bancorp Piper Jaffray.
..........
Dell has been considering ways to boost revenue without
compromising profitability after it reported its slowest sales
growth in two years. Working with IBM will give Dell access to
advanced technology to use in more sophisticated machines while
streamlining its purchasing. IBM, in turn, gets a guaranteed
source of sales.
''These companies are about the biggest competitors that
I've seen get together on a technology agreement,'' said George
Logemann, an analyst with the Yankee Group, a Boston consulting
firm.
....
For IBM, the agreement insures a steady stream of sales of
its computer chips, disk drives and other components. IBM's
hardware sales have lagged amid slowing personal computer sales
and a transition to a new line of computers.
Under the agreement, for instance, Dell will use more IBM
disk drives in its machines.
Source:Bloomberg
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