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

To: kemble s. matter who wrote (154484)	3/1/2000 11:53:00 AM
From: rudedog	Read Replies (2) \| Respond to of 176387

Kemble - re: The "substance" is there in pieces That's what I tell my wife about the "pieces" of the dis-assembled Lotus Europa in my garage. It's been in boxes for 4 years, waiting for me to "get it together". Her claim is that until I can drive it, it's just a garage full of car parts. DELL's disconnected technology pieces are in the same category, IMO. High Tech is full of companies that acquire pieces of things and never do anything with them. Sometimes companies will acquire control of a company just to keep the technology away from a competitor, with no intention of using it themselves. Sometimes it is a pet project of a senior executive, and if that executive leaves or loses favor, the technology just withers and dies. Maybe one out of 10 of those kind of deals ever bears fruit. I admire your enthusiasm for some "backroom" deal with IBM but I think it is more likely that IBM will move to be a stronger competitor with DELL, especially with regard to DELL's enterprise ambitions, which tread on sacred ground at IBM. IBM's 1U server offerings and a number of other moves in the volume server space show they have no intention of giving up any ground there. Even in PCs they look to be aggressively planning for share growth, following the path of CPQ and HP toward reduced ASP and revenue while reducing costs to provide profitability. I just don't see any room in their business plan for DELL.