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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: brian z who wrote (133583)	6/20/1999 11:17:00 PM
From: t2	Read Replies (1) \| Respond to of 176387

Thread: Is Dell ready for a merger or acquisition? The PE has come down quite a bit. I think that was the only reason (very high PE) we did not see some sort of M & A activitity. How about a merger with a company like Unisys(or others--HP etc.)? Do what Compaq tried with Digital with the only difference being that Dell should execute. They could then challenge IBM. I don't know if it could hurt Dell stock price in the short term but long term, the stock should do well in such an arrangement. I think something like this is inevitable along with internet related plans.

To: brian z who wrote (133583)	6/21/1999 12:26:00 AM
From: JRI	Respond to of 176387

Not entirely true...one example: They put CEO of Tyco International on the cover 6 months ago (next Jack Welch said the article)....stock has done well...there are other example... I do agree that their bearish stance has been overdone (for quite a while now)..