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


To: Dorine Essey who wrote (145159)10/19/1999 2:33:00 PM
From: Walcalla  Read Replies (1) | Respond to of 176387
 
I was under the impression that ibm would quit selling it's aptiva line in retail stores and sell them only via the internet.
This is from the Houston Chronicle 10/19/99



To: Dorine Essey who wrote (145159)10/19/1999 3:05:00 PM
From: Sonny McWilliams  Read Replies (2) | Respond to of 176387
 
Dorine. Let's post that again. I hope I have your permission. Nobody seems to care. gg.

Copied and pasted from RB.

IBM will stop selling Aptiva computers in retail stores, effective January 1. Stockwinners.com reports that DELL will pick up the ball and make PC's for IBM. This news should find DELL on the upswing. Don't count Mike out as yet.

Dorine

Sonny



To: Dorine Essey who wrote (145159)10/19/1999 4:52:00 PM
From: rudedog  Respond to of 176387
 
Dorine -
IBM will stop selling Aptiva computers in retail stores, effective January 1. Stockwinners.com reports that DELL will pick up the ball and make PC's for IBM. This news should find DELL on the upswing. Don't count Mike out as yet.

IBM already OEMs the Aptiva. They are reducing sales opportunity, so why would they want DELL to build Aptivas? DELL's play would be to replace Aptiva on retail shelves - but DELL does not have a mature retail distribution mechanism.

This is not an opportunity for DELL. This is an opportunity for HP and CPQ, who are the ones who have been kicking IBM's butt in the retail market. It also puts IBM into competition with DELL in direct sales to consumers, but that one doesn't worry me much...



To: Dorine Essey who wrote (145159)10/19/1999 5:02:00 PM
From: Lee  Read Replies (2) | Respond to of 176387
 
Dorine,..Re:.IBM will stop selling Aptiva computers in retail stores, effective January 1. Stockwinners.com reports that DELL will pick up the ball and make PC's for IBM. This news should find DELL on the upswing. Don't count Mike out as yet.

Dorine, if this news release is correct, this is just a redirect for IBM. Doesn't have anything to do with Dell that I can see except for copying their 'direct' sales method.<g>

IBM To Halt U.S. Consumer PC Retailing

dailynews.yahoo.com
NEW YORK (Reuters) - Personal computer pioneer International Business Machines Corp (NYSE:IBM - news). Tuesday said it will stop selling its consumer PCs in U.S. stores in early 2000 and redouble its focus on Internet sales.

IBM left the door open to resume sales in the fiercely competitive U.S. retail arena, once it develops a profitable formula for selling consumer desktop PCs on store shelves, where prices have plunged over the past year, a company spokeswoman said.


In the interest of becoming less clueless (me), do you think that the margin pressures that IBM is feeling in the marketplace are isolated to IBM? Somehow, it looks like an industry problem?

Cheers,

Lee




To: Dorine Essey who wrote (145159)10/19/1999 10:11:00 PM
From: Sonny McWilliams  Respond to of 176387
 
Dorine. I just read the post from rudedog to you about IBM and Aptiva.

I could not read the message on stockwinners.com. But after reading rudedog's post I decided to check on this story.

Here is a story on this Aptiva thing:

dailynews.yahoo.com

Did stockwinners.com say it was a rumor? This article looks at Dell as a rival and not a friend in need.

Sonny