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

To: OLDTRADER who wrote (151476)	1/16/2000 10:53:00 PM
From: nolimitz	Read Replies (1) \| Respond to of 176387

William re:To merge apples and oranges you just may get a lemon -like the AOL/TWX deal.IMO Levin "put the pants on Case". I think that may be the most productive statment you have made in the past year. I take back all my negative comments. nolimitz

To: OLDTRADER who wrote (151476)	1/16/2000 11:05:00 PM
From: Patrick E.McDaniel	Read Replies (1) \| Respond to of 176387

William, AOL/TWX has many problems that don't exist in a IBM/DELL alliance of some kind. These are 2 different animals trying to work a long term solution. IBM/Dell are in the same field. When 2 companies of different P/E's come together they generally end up with the new company with a P/E between the two. That is why I never understood the market loving this deal in the beginning. The deal is based on AOL stock and it is going to come down. IBM/Dell would be based on the lower P/E stock IBM and would be win-win for all shareholders as the ratio of Dell shares would be set and IBM price would move up. Dell gets PC business, service support from IBM and IBM get's the PC headache off their backs and management skill to turn new products out quicker. Pure speculation and the devil is in the details but I think it is far different from apples to oranges. Pat