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

To: Mike Van Winkle who wrote (153078)	2/5/2000 6:52:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

Mike - re: Perhaps Dell should start new, completely separate divisions to market other products similar to the Webpc A fascinating idea... about a year ago, a DELL executive suggested something similar to me over dinner, but his idea was to buy a smaller direct computer firm - say Micron - and use that business for the non-Intel PC business. The sub would take advantage of all of DELL's infrastructure but would be a separate subsidiary. The reason he was thinking about that was because when MSFT bought HotMail, they left the company running on SUN servers - they determined that as a separate subsidiary, that company needed to do whatever was best for their business, and perhaps a DELL "consumer" subsidiary would have similar dynamics. His thinking was that a consumer subsidiary solved a lot of problems - the cost and manufacturing model is different, and the margins are lower, so it might be better to have that in a separate company. Also it would allow them to use AMD processors which have a big presence in the consumer market without disrupting relations with Intel. Obviously, DELL had a different plan, but I still think that guy had some good ideas.