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

To: edamo who wrote (133975)	6/22/1999 11:39:00 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

Sorry edamo, I don't jest. Dell will be PAYING IBM 16B, Dell is the customer. Who is always right? Dell will be feeding IBM cash, IBM will be feeding Dell components. Both are feedee and feeder... surely you see the relationship. Who would be in business without the customer? If the deal sours, who loses 16B in revenue? Who has the ability to use the myriad of alternate suppliers for memory, hard drives and displays out there? I have no problem with IBM, they are the undisputed kings of product and service offerings... others pale in comparison. However, if IBM never sells another PC, someone will have to pick up the slack or, IBM won't be able to sell software or services to anyone. MEATHEAD

To: edamo who wrote (133975)	6/22/1999 11:46:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Say ed but who is emulating whom? Last time I checked it was the IBMs,the Compaqs,the HPs trying to imitate Dell and not the other way around. .... Trying to blunt the Dell threat, archrivals IBM, Compaq, and Hewlett-Packard Corp. are trying to emulate the more efficient model, but they're moving tentatively for fear of alienating the wholesalers and retailers that have helped made them among the world's top computer makers. This go-it-slow strategy has its costs. Compaq warned last week it will report a big loss this quarter and lay off thousands of employees as a result of sluggish sales and price wars, woes that already led it to oust its chief executive in April. Hewlett-Packard and IBM also are smarting, though less than Compaq, analysts say....

To: edamo who wrote (133975)	6/23/1999 3:29:00 AM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Yes it is true! IBM has many capabilities in house that DELL does not have. It is a larger business. IBM has a disk drive factory. It has big iron. It has a big service division. It has PC's and servers. It has lotus and DB2 software. Etc. But DELL can buy disk drives from many sources. It can contract for services it does not provide from many sources. It buys its processors from Intel as does IBM. It buys its software for the customer. By your definition IBM is also a "feedee" since it purchases its software from MSFT and its processors from Intel. So you have made a distinction that fails to distinguish IBM from DELL. So what is your point?