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Technology Stocks : Dell Technologies Inc.

DELL 152.40

-1.5%

Nov 5 3:59 PM EST

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To: Mohan Marette who wrote (107465)	3/5/1999 10:02:00 AM
From: John Koligman	Read Replies (1) of 176387

Mohan, I would not be surprised if some of the points in your post came true. This could grow into something more strategic, we shall see. As I posted on the CPQ thread yesterday, IBM is an innovator in the drive area (7200rpm drives, drive heads, laptop drives, and they are coming out with a 340mb drive the size of a quarter!! that will be used in PDA's and digital cameras), LCD area (highest resolution LCD available in a laptop is currently sold by IBM in it's Thinkpad 770 line - 1280x1024), and chip technology. It boils down to how much of the really advanced stuff they let Dell use, especially in the laptop area, as it would tend to minimize their own advantage with the Thinkpad line. Regards, John

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