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Technology Stocks : Dell Technologies Inc.
DELL 132.08-0.8%Dec 1 3:59 PM EST
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To: Mohan Marette who wrote (117014)4/13/1999 1:25:00 PM
From: Eggolas Moria  Read Replies (2) of 176387
 
Gerstner believes that the PC is dead, just not the way you would normally interpret the comment. It's heyday is over. IBM believes that the growth engine will be enterprise solutions and service. Nevertheless, they are committed to selling PCs as long as the market is there and they need a place to put all those wonderful parts they make.

IBM has been very successful selling on-line and the address isn't too hard to find for purchasing managers as the $3.3 billion in sales last year attests.

As I said earlier, Project Odyssey isn't the type of maneuver one would expect from a company about to let another PC manufacturer make its PCs, notwithstanding what the analysts want. Then there is the issue of whose label is on the unit, also mentioned earlier.

For now, Dell and IBM will compete. Not going direct in Asia says a little about how IBM views the region's economics, distribution and their past relationships.
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