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


To: D.J.Smyth who wrote (147838)11/22/1999 6:39:00 PM
From: Road Walker  Respond to of 176387
 
Darrell,

Good post. Also remember when Intel begins shipping Itanium, the playing field will be leveled (somewhat) for Dell v. Sun in servers.

Dell/IBM are really a perfect match, a cost bloated "manufacturer" restructuring into a service organization; a focused fulfillment company, the best at taking cost out of a commodity business.

As you implied, the biggest obstacle is trust.

John