Hie Kemble:<<<<DELL needs service....and the technology of IBM will aid them for years...what really occurs is...if anything...but, I have been hearing quite a few things for a long long long time upere...(middle of IBM)...IBM people tell me that it is obvious...IBM can no longer compete against DELL in the PC market...Gerstner has long maintained that he was turning the company more and more into a service company...I have heard about the in fighting at IBM..."Deal in themaking"...etc>>>>
IBM and Dell both quality brand names, can remain side-by-side
One more of the great names associated with Dell in a loose conglomerate-Hwp-Intc,Msft,Kodak. With Dells' growth rate, and 4 hour or one day service, each area of the country must be covered so Dell
has used Eds, Uis, Wang,and probably now Ibm personel who have (had)
access to the many facilities and military installations, ready to go to work, living in the area.
But workers needed to know instantaneously the computer configuration they were dealing with and hence the Dell Web pages and
access to the (very often confidential) specific computer assembly . No more long talks on the phone to discover what in blazes was in the computer or the programs installed.( in case a hard drive needed replacement).
IMO IBM has seen the advantage of Dell's experience in on-line
configuration records. Many of the Big Blue boxes will be around for years and need service. Dell will help make that more efficient.
Survivors in the industry ( as Michael emphasizes in his
book) will be companies that work together. Thats noted today in
the Web stocks as the buy-outs and relationships accelerate.
Cmgi, Dis, Xcit, Gnet, Cnet,Aol, Yhoo,-the whole new industry is congealing and fighting for leadership rolls..
The demand for storage is becoming so great there is no need to
worry much as to who gets the jobs. But the technology there is very important, the capacity and reliability of the drives,
and again the speed and efficiency of data transfer where IBM can really help to share their R+D efforts with Dell.
Why worry about who is going to build the P/C's. First it was Apple ( who gave them away to the schools). Then IBM, and many more ( now forgotten), followed by CPQ, then Gtw, Last year it was MU planning to build 6 MM square ft plants in the US and Europe and take over the business. Then the Web TV people were on the prowl.Then Apple came back. Today its a rinky-dink outfit in Seattle.
Cheap competition should be no concern - how many people are buying those economical Kia cars for $9k today?.When more than half the auto production is trucks with many extras costing perhaps $25k.
Summary:
Yeah, I rather agree with your post, kind of got carried away here.(hehe). Lets keep the analysts speculation going Dell-IBM, IBM, IBM, Dell,Dell,IBM its good publicity for both and with good
news in the wind will help keep the stock price up.
Dell forever---------------->
Sig
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