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Technology Stocks : Dell Technologies Inc.
DELL 137.59-2.3%10:35 AM EST
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To: Boplicity who wrote (107360)3/5/1999 2:14:00 AM
From: JAMES BORECKI  Read Replies (3) of 176387
 
Mohan, I've read the last 150 comments and most of the press releases and analysis'. Maybe it's me but I haven't run across what I think is the most important part of the DELL/IBM deal.

If IBM customers start getting the sense that buying DELL is the same as buying IBM, then the deal stops being an oem situation and becomes an increase in market share situation. i.e. India is solidly buying IBM. What if all those computers start being purchased through dell.com.

I must be missing something. I'm not that smart. What am I overlooking?

Thanks,
JimB
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