>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.
This is ridiculous. Even IBM buys their desktop drives from the mass market players. IBM has never been and will never be, a mass market supplier. For a long time now, Dell has danced with the devil by supplying from IBM, something that HWP and CPQ will NEVER NEVER NEVER do.
This is a buying opportunity, as much as that term applies to these silly drive stocks. |
