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

To: George Wave who wrote (134964)	6/29/1999 1:04:00 PM
From: stock bull	Read Replies (1) \| Respond to of 176387

George, re:<< What about the potential effect of a significant internet or hardware acquisition? Traditionally, the acquirer's stock takes the dive...but what if Dell were to make a significant internet related acquisition...maybe even bigger than MSPG...would this then make Dell some type of hybrid internet stock?>> This is a tough one to comment on without knowing the specifics of the acquisition. An acquisition can be either good or bad...depending on the specifics. For example, would you say the acquisition of DEC by CPQ was good or bad? IMO, DEC has been a drag on CPQ and has probably caused CPQ more harm than good. Why? I'm sure there are a number of reasons that we will never hear about. But, some of the known reasons include the poor integration of DEC's sales organization, very poor morale within the DEC organization, and I suspect the CPQ organization as well. Its not clear, at least to me, how CPQ has capitalized on DEC's technology, the Alpha Chip, service organization, etc. I can name other acquisitions that have gone well, and still other that have not. So, each acquisition has to be evaluated on its own merits. I many ways, its like a marriage, you never know how its going to work out until you get married. <ggg> Stock Bull PS: At one time, I worked for a company that bought another company named MITS. MITS developed the first personal computer, and Bill Gates and Paul Allen did the "operating system". The name of the computer was Altair. Well, we bought the company and didn't lockup the contracts for the applications software. So, the fact that we didn't think the software end of the transaction through we ended up closing MITS within the first year of the acquisition. Can you believe it? Its true. We could have been the first company to enter the personal computer market...may have killed Apple before they even got started. Food for thought. PPS: The other aspect of Dell is related to the type of company that they want to be. Are they a box company? An IP provider? An auctioneer? An e-commerce company? All the above? They must keep their corporate entity in tact, or be very careful in handling the transition into the "New Dell". Look at IBM. Although they are in many different business, I think many still view them as a computer company. Or, are they a service company. Or...? Based on their current ads, I guess you can say they are an e-commerce company.