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

To: kemble s. matter who wrote (147811)	11/22/1999 12:06:00 PM
From: Patrick E.McDaniel	Read Replies (1) \| Respond to of 176387

IBM "For whom the Dell tolls" Hopefully a happier ending for both. :o)

To: kemble s. matter who wrote (147811)	11/22/1999 12:17:00 PM
From: Patrick E.McDaniel	Read Replies (1) \| Respond to of 176387

Kemble, watch for a new consumer TV commercial offering a free printer if orders are placed by December 2nd. Nice look to the commercial. Pat

To: kemble s. matter who wrote (147811)	11/22/1999 12:18:00 PM
From: Diamond Jim	Read Replies (2) \| Respond to of 176387

quantumbridge.com Q: What's the biggest trend you see overall in the computer business? A: The move from products to services. The only way people are going to be able to make money is on the service side. The margins in the PC business are gone; there's no value in stuffing boards. Even Michael Dell could finally work himself out of a job. He makes only $200 off a computer that costs its buyer $20,000 in service and support over the life of the machine. He has to find a way to grab the other 99% of the value of each machine his company sells. You have to keep reinventing yourself.

To: kemble s. matter who wrote (147811)	11/22/1999 12:32:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Kemble, IBM must survive...They will come along...Michael Murphy's comments about IBM possibly buying a 30% stake in DELL makes sense...This way they'd still profit in the hardware business as DELL conquers the world so fast we won't be able to blink before they're 50% of the world wide market... This doesn't make sense to me. Dell pays no dividends, so IBM would not realise any cash flow from the investment, and the cost of an investment in Dell would be prohibitive. The only way it would make sense would be for IBM to attempt a merger with Dell. Am I missing something here? Another point of disagreement that I have with some previous posters is the presumed similarity between the two companies. That, too,is false. IBM invests heavily in new and emerging technologies. To date, Dell has not mad such investments. Dell's forte is its superb sales/assembly/distribution business model -- a model unrivaled by any other company (IMO). But we are now beginning to see Dell's new product strategy emerging. The emphasis on wireless connectivity is intriguing. TTFN, CTC