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Technology Stocks : Dell Technologies Inc.

DELL 137.59

-2.3%

10:35 AM EST

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To: Mohan Marette who wrote (107075)	3/4/1999 12:56:00 PM
From: stock bull	Read Replies (1) of 176387

Mohan, re:<<...Moreover, access to IBM's technology labs allows Dell "to wean themseleves from the Microsoft (MSFT) and Intel (INTC) camp" to offer their customers high-end technology...>> Yes, but you must admit that Intel does offer "high-end technology". Also, the consumer has been "brain wash" with Intel Inside. However, in the enterprise market, I suspect Intel Inside doesn't carry the weight as it does in the consumer market. Of course, we than have the market share issue with Intel vs. AMD in the sub $1000 market. So, I guess, in the long term, this Dell/IBM deal may hurt Intel. Hmmmm. Stock Bull PS: What's your personal take on the situation?

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