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Technology Stocks : Dell Technologies Inc.
DELL 119.41-2.7%3:59 PM EST
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To: Alohal who wrote (124958)5/15/1999 9:15:00 AM
From: DellFan  Read Replies (2) of 176387
 
Alohal - I would be disappointed to see Dell follow in CPQ's footsteps a la DEC.

If necessary in the short term, I would favor a services alliance over an outright purchase - the services business and the production business require totally different management skills and you don't get the economies of scale that you get by combining similar lines of business. Instead, you get management infighting and internal competition. And end up with a corporate case of split personality. IMO, this will become more evident (rather than less)in CPQ's case. That story is still unfolding.

I believe that Dell is already developing a not-so-visible services component in response to demand. Eventually, a strong and visible services component will be a necessity. But I would prefer to see that develop internally as Dell transitions into a technology delivery company.

See Andy Groves comments on the PC industry of the future.

cgi.pathfinder.com

That transition is already happening vis a vis servers and storage.

As broadband becomes prevalent(and technology such as communications, video and audio and business computing merge), Dell will have to add other discrete components, including communications devices, entertainment devices and the like - and the hardware required to package, control and network it. And it is in those areas where they might wisely purchase technology through merger (or alliance such as their (IMO prescient) alliance with IBM).

And I think that they will.

Just my thoughts.
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