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

To: kemble s. matter who wrote (138166)	7/31/1999 2:13:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Kemble, If Michael told us that in five years one would be out of the PC business...was he referring to someone exiting it because they were forced out...or because they decided to exit it? That is...is HWP on the way out forcefully and IBM is being smart enough to exit it...even though they are losing almost a $billion each year? Now, wouldn't that be something...IBM exits...and HWP folds? I don't think it's at all far-fetched to believe that one of the big competitors -- like HWP for example, would be forced out of the business. After all, it is difficult to stay in business when the business segment is a loser. But I believe that synergies with other operations will keep IBM in the PC business. However, I don't think it unlikely that they might look to Dell to subcontract their assembly business. If you consider the fact that Dell is the only major computer manufacturer with the infrastructure and business acumen to make money and grow rapidly in a very tough market it is only a matter of time before one or more competitors will fold his tent. TTFN, CTC