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Politics : Ask Michael Burke
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To: Ramsey Su who wrote (49736)3/4/1999 1:53:00 PM
From: Eggolas Moria  Read Replies (1) of 132070
 
<<Is the street thinking that this alliance would be good for GTW, SUNW, MSFT, CPQ?>>

So far, most analyses I've seen have focused on the issue of whether DELL can execute the plan without beefing up their services ability dramatically. If they have to go outside for those services, then the highest margin business is adversely affected.

Interesting to see what transpires.
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