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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: John Moore who wrote (112083)	3/25/1999 8:29:00 AM
From: Mark Peterson CPA	Read Replies (1) of 176387

John, saw the article in WSJ today, too. IMO, the IBM/DELL $16B "agreement" is basically smoke and mirrors for IBM considering the possible divesture of its entire PC operations. The question, of course becomes at what price would you be willing to pay for an operation that produces those kinds of losses to have the incremental revenue growth at a Dell-type cost structure? Best regards, Mark A. Peterson

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