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Technology Stocks : Dell Technologies Inc.
DELL 146.68-1.7%Nov 7 9:30 AM EST

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To: Chuzzlewit who wrote (108006)3/7/1999 12:33:00 PM
From: Mohan Marette  Read Replies (2) of 176387
 
'The best is yet to come'? Whoa! The 'boys' are learning fast.

Paul:
Thanks for that news,looks as though 'our boys' are fast learners,got to give them that.Kumar,Chopra,Milnovich and all but looks like Niles still needs a good spanking for goofing off and not paying attention.<vbg>
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In a research note entitled ''IBM/Dell Pact -- The Best is Yet to Come,'' Piper Jaffray analyst Ashok Kumar said the deal gives Dell access to IBM's research and development and patents without paying the customary 1 percent royalty fee.

Kumar argued the manufacturing pact is a possible prelude to Dell signing up with IBM's Global Services division, arguing that Dell's current computer services partners, Unisys Corp. . and Wang Global are not capable of providing the range of corporate-wide services Dell will require.

''We consider this an initial engagement opportunity with the potential to provide services in the future,'' Kumar said.

He also speculated that Dell could takeover the manufacturing of IBM PCs, similarly to the way Unisys now resells Hewlett-Packard Co. PCs, after Unisys exited the manufacturing of mass-market computers last year.....


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