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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: Meathead who wrote (116148)	4/11/1999 12:55:00 AM
From: edamo	Read Replies (1) of 176387

meathead and chuzz...as time goes by...and some go by-by.. why is the high tech-computer industry treated as it should behave different than any other manufacturing sector...it is fairly new...but what we see is a natural progression of maturity...the weak and mismanaged fall by the wayside...consolidation occurs and the strong survive....nothing esoteric about "computer" business it follows the same rules as "any ole" business...the lowest cost highest quality producers remain, and then there are the others....ibm,cpq,hwp tried to be all things to all people, lost focus of core profitable business to grow market share at the expense of profit...ibm will not be able to deliver anything within 48 hours as they state, unless it is a standard plain vanilla product or configuration......i believe even at this time a great deal of ibm boxes are produced by contract manufacturers.... ed a. cpq/dec deal if executed properly could have propelled them past ibm....needless to say, it became a clash of cultures...still not fully assimilated...

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