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

To: Ed Forrest who wrote (145491)	10/21/1999 12:08:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

Ed - After wbm's post I don't want to present myself as an expert here - so this is JMHO... Have posted on this before. I think an IBM takeover of DELL would destroy one of the most vibrant cultures in the business (DELL) and do little for IBM. DELL taking IBM's PC business would be a bad deal for DELL - if that was a good business, ACER would be the high flyer, since they already do that for IBM. IBM is a fierce competitor, they are not going to do DELL any favors. DELL needs to continue to build on its strong partnership with Intel, which a close relationship with IBM could complicate. If DELL can use the relationship in services to restore their enterprise strategy, and the plan is to give up potential services revenue for a rapid increase in high end HW sales, that is probably a good choice. I would have preferred to see DELL build their own capability but I am sure they had good reasons for not continuing that effort, probably the weight of a big fixed-cost business was too foreign to the current DELL culture, and they may have better alternative uses for both the money and management attention.