< Maybe not being "replaced", but DELL is being given "incentives" to buy from IBM
in the future. Which means that current programs may be it. This is not news that
can be sugar coated, it is bad for MXTR, it is bad for SEG, for QNTM, and,
perhaps especially, for WDC, since the latter is the shakiest of the big vendors. It
also signals that IBM is becoming yet more aggressive in the merchant market. It
means that business for the other big PC vendors will become even more
competitive as people try to maintain market share and production lines.>
I agree with your assessment, except that WDC could actually benefit from this deal. The reason is WDC is very close to IBM, and if IBM's capacity takes off, I would not be shocked to hear that they are using WDC to make IBM drives for them. There is also a possibility of IBM just purchasing WDC, and get the relationship even closer. Afetrall, the upper managemnt of WDC came from IBM. They are considered one of their own. As far as MXTR is concerned, I just do not know. I bailed at a loss, which sucks, but I think MXTR is going down more. Just give it a few days for people think about this relationship. WDC has had almost no business from DELL, so that does not effect it as much as MXTR, SEG & Some of the Japs. I also hink that QNTM does not ahve any business at DELL. Their largest account should be AAPL. |
