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Technology Stocks : Dell Technologies Inc.

DELL 119.41

-2.7%

Nov 19 3:59 PM EST

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To: rudedog who wrote (130907)	6/4/1999 9:54:00 AM
From: Ian@SI	Read Replies (2) of 176387

r., Your doomsday scenario strikes me as highly unlikely. IBM remembers more than a decade of battling the Justice department. It was an unfair fight. IBM's legal department had far better funding than Justice; and IBM's board had far better political connections. ;-) Further, IBM would not do anything that could even remotely allow it to be caught doing predatory pricing, IMO. Second, CPQ picked up a dog in DEC. If CPQ doesn't get profits from the PC sector, it's toast. It may well be toast anyway. I agree that nobody wants a price war; and I don't see any of the main players behaving like the DRAM industry any time soon. The only real threat of that behaviour, IMO, could have come from NEC-Packard Bell. But they didn't have a worthwhile product, and I don't know if that's changed. FWIW, Ian.

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