Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: BBG who wrote (146629)	11/6/1999 12:26:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

bbg "Will be interesting to see how this affects the market on Monday...." some of the selling in Dell was in relation to the anticipation of the MSFT news - but the idiots were selling the wrong stock. they were talking on the desk about the msft decision coming down, and as a consequence were selling Dell in anticipation. you'd think they would have been shorting MSFT, but instead were fudging on Dell. good night. I can see people selling Dell in anticipation of reflective news like this; but cleary in the end it benefits PC makers. a year from now it will be a positive trend for Dell and all other PC makers - as it opens the door to their having their own ability to negotiate a MSFT compatible software package - let's call if "DellSoft" (and this is because MSFT has it's hands in SO MANY projects that their reach has become...) So, in effect, all PC makers, including Dell, will now have an opportunity to become personal software vendors - it appears that one of the judges options is to "open MSFT software codes" for compatible programming, i.e., in essence it's like giving Apple licensees the right to sell Apple clones without Apples consent. Will Dell do it? or will they continue to be MSFT's buddy? John Malone made Liberty (offshot of TCI and now AT&T) his baby and investors rich by squeezing the programmers. does MD have balls enough to step up to MSFT once the codes are released (and I believe with a 90% probability they will be - per the talk) and create their own version? will it be profitable or desirable? MD has the balls. It's a matter of profitability and desirability, I think.