IBM Message Board - Msg: 8518262

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Technology Stocks : IBM

IBM 301.08

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9:56 AM EST

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To: Robert Scott Diver who wrote (4849)	3/25/1999 11:59:00 AM
From: Arrow Hd.	Read Replies (2) of 8218

The EMC deal is not as significant as the Dell deal and I am not basing this on the fact that the Dell deal is more dollars, it is based upon the fact it is a new deal and Dell has a model that IBM needs but due to channel conflicts may have to do through Dell versus implement themselves. If you read the EMC press clip closely they use the word "continue". The deal with EMC is not new but in my view and extension. IBM gets little in return since EMC has draconian business practices and EMC's value is in its intellectual property which they will not license to a competitor even if they are an end user using a complete product in production. IBM's DASD OEM business has been large for a number of years and keeps getting better each year so the EMC deal is a positive step (at the expense of Seagate and others), it just isnt as good as the Dell deal IMHO.

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