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

To: D.J.Smyth who wrote (143253)	9/30/1999 12:07:00 AM
From: Patrick E.McDaniel	Read Replies (1) \| Respond to of 176387

Darrell, how would you like to have her job? dailynews.yahoo.com :o)

To: D.J.Smyth who wrote (143253)	9/30/1999 1:18:00 AM
From: rudedog	Respond to of 176387

Darrell - Your premise is a reasonable one and also one that I'm sure IBM wants DELL to believe. It may be true. But IBM has over the years created few win-win partnerships - mostly IBM wins. I suspect that the reason DELL has not moved more quickly with IBM is that they need more than they are getting in the way of safeguards. I don't think IBM is afraid of CPQ at the moment, but they do think ahead, and they might be positioning to develop a position against a re-invigorated CPQ in mid-2000. DELL still needs to think beyond what is effective against CPQ and be sure they have what is good for DELL.