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To: OLDTRADER who wrote (144163)10/8/1999 9:44:00 AM
From: Patrick E.McDaniel  Read Replies (1) | Respond to of 176387
 
William, would you like to see Dell build IBM's PC's?

Pat



To: OLDTRADER who wrote (144163)10/8/1999 9:55:00 AM
From: Patricia Walton  Respond to of 176387
 
The way I see it...if Dell and IBM merged, Dell would take a HUGE roll in management, (from CEO down)...precisely because of their excellent management track record. Bottom line is...I trust Dell's team to make the absolute BEST decision in this area for all involved. I'm for whatever they decide. They haven't let me down yet.
Patsy



To: OLDTRADER who wrote (144163)10/8/1999 10:00:00 AM
From: Patrick E.McDaniel  Read Replies (4) | Respond to of 176387
 
William, imagine Dell building IBM's PC's. The result to IBM would be the end of a 1.1 billion dollar loss and IBM's ability to concentrate on it's strengths.

Now listen to these words "DELL is managed by an infinitely better team than is IBM"

This would imply IBM would benefit greatly from a Dell merger. IBM would gain not only in hardware production but in management skills.

Imagine Dell being bought by IBM after a period of Dell producing IBM PC's. Dell shares would be bought at a premium and converted to IBM shares.

What would happen to IBM shares with Dell type management as part of IBM?

I think this could work out to be a great deal by all.

Just speculation!