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

To: edamo who wrote (134347)	6/24/1999 11:59:00 AM
From: GRANOLA	Respond to of 176387

edamo, i know what you meant by service...but you can't build a service org'n overnite...seems more logical they will build pcs for ibm and ibm will handle the service ... ibm is tops in service and dell would never want to compete with them there imo... ponder this, if mikey and mspg are chattin', better that it be kept a secret while terms are being discussed. mspg price is quite depressed, but rumors have already driven it up some...shhhhh! let's keep this our little secret just in case it really happens. re: 'venkie': i wouldn't dream of "keeping him in line"...i love him wild and naturally donnie, just the way he is. :) cheers, GR p.s. btw, if you don't own some mspg...they split after mkt tomorrow, and you may want to pick some up betw now and monday...whether it's for dell or someone else, they are a ripe target imo.

To: edamo who wrote (134347)	6/24/1999 12:38:00 PM
From: PAL	Read Replies (1) \| Respond to of 176387

ed ... dell is contracting the service to oustside companies like wang and unisys. are they omnipresent? i don't know. is dell restricted to sell computers in places where wang/unisys has a center, or additional independent service centers are needed to complement? well my speculation that dell will save a lot of money by buying cpq is of course twofold: the main part is service. dec was as omnipresent in the world almost to the extend of ibm. by having dec in the pocket means that all dell computers can be serviced at variable cost only thus increasing margin. the second part is owning 20 mil shares of cmgi through cpq saying hastala vista to alta vista. after july 16 dell has at least 4 billion shares to get cpq, AND cmgi if it wants to (but dell will have a portion of cmgi through cpq anyway). paul