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

To: D.J.Smyth who wrote (160625)	9/12/2000 11:54:10 AM
From: kemble s. matter	Read Replies (1) \| Respond to of 176388

Darrell, Hi!! RE: those who still have this PC Mind may not like it; but wireless changes everything - all the variables - server constitutions, all of it. Patrick and I have discussed this concept in great detail ....We're surely not capable of discussing the tech terms but one thing appears obvious....This starts the game all over again.... Best, Kemble

To: D.J.Smyth who wrote (160625)	9/12/2000 11:57:17 AM
From: calgal	Read Replies (1) \| Respond to of 176388

Monday September 11, 6:49 pm Eastern Time HP-PwC talks may trigger similar deals - analysts By Nicole Volpe NEW YORK, Sept 11 (Reuters) - Hewlett-Packard Co.'s (NYSE:HWP - news) bid to buy the consulting arm of PricewaterhouseCoopers for as much as $18 billion could touch off a wave of similar moves by other computer makers to beef up their services offerings, analysts said on Monday. The computer maker confirmed on Monday it was in talks to buy the business, in a deal industry analysts said would rocket the computer maker from nineteenth place to become the sixth largest provider of professional information technology services. ``We are going to see much more of this,'' said Sam Albert, president of Sam Albert Associates of Scarsdale, New York. ``The 'net economy' is all services oriented. It is a huge opportunity and no one, including IBM, has a dominant share of the total services pie.'' IBM is the market leader in IT services with 12 percent of the market, according to market research firm Dataquest, followed by EDS Corp. (NYSE:EDS - news), which has 8 percent. PricewaterhouseCoopers is sixth, with 2 percent marketshare, and HP is eighteenth with 1 percent. Analysts pointed to falling profit margins in computer hardware as an incentive for computer makers to grow services businesses, even if it means that they will sell competitors' products. ``The computer industry is seeing steadily shrinking margins on product -- they go down every single year, while high level areas of consulting and business strategy consulting has profit margins of 40 percent and above,'' said Dataquest analyst Allie Young. But both investors and analysts questioned if PricewaterhouseCoopers' value as an independent consulting firm, and its partnerships with multiple vendors, would fall apart under HP's ownership. HP shares fell $7-7/16 to $114-3/16 on Monday, making it one of the top net losers on the New York Stock Exchange. ``People may ask why should I trust these guys to give me the best?'' said SG Cowen analyst Richard Chu. ``But in some cases a customer might take comfort in having a single point of contact.'' IBM is widely believed to have considered PricewaterhouseCoopers and HP was believed to have looked at the possibility of buying Ernst & Young's consulting business, analysts said. Ernst & Young recently said it is selling its consulting operations to French technology services group Cap Gemini for $11 billion. ``They shop these consulting firms to a lot of different companies,'' said Young. Data networking equipment maker Cisco Systems Inc. (NasdaqNM:CSCO - news) last year bought a 19.9 percent stake in KPMG's consulting business, which plans an initial public offering. Some observers wondered if there were any more deals to be had -- the Big Eight accounting firms have already through consolidation become the Big Five, reducing the number of major consulting businesses that could be available. But analysts pointed to computer industry powerhouses Sun Microsystems Inc. (NasdaqNM:SUNW - news) and Dell Computer Corp. (NasdaqNM:DELL - news) as being weak in services. ``Dell is rumoured to be needing a services business, although they seem to do it well enough through partnerships,'' said Sanford C. Bernstein analyst Toni Sacconaghi. ``Sun has been growing their services business by about 40 percent a year for several years now,'' he said. ``And Sun is a bit acquisition averse.'' But Wit Soundview analyst Gary Helmig said he wouldn't rule out an acquisition in services by Sun. ``I won't rule out anything there,'' he said. ``Sun's systems are hugely complex. Dell is also a possibility but not as pressing as Sun.'' He pointed out that Computer Sciences Corp. (NYSE:CSC - news) makes about one acquisition a quarter. ``There are lots of fish out there,'' he said. ``I wouldn't rule out further consolidation.'' Sun and Dell were not immediately available for comment. An IBM spokesman pointed to the historical strategy by IBM to ``fill niches in the software and services areas, and occasionally in the hardware area'' through acquisitions. PricewaterhouseCoopers and the four other major accounting firms have had to consider how to split off their consulting businesses from their accounting work, under pressure from the Securities and Exchange Commission. The SEC is concerned about the conflict of interest that may arise when the same firm provides consulting and auditing services to a company. biz.yahoo.com

To: D.J.Smyth who wrote (160625)	9/12/2000 12:32:37 PM
From: kaka	Read Replies (2) \| Respond to of 176388

Hi Darrell, Re: a Dell to Toshiba relationship is stronger than anything I've seen from any Dell competitor lately in regard to wireless announcements. What do you think of the CPQ-Nokia agreement? HELSINKI, Sept 12 (Reuters) - Compaq <CPQ.N>, the world's top personal computer maker, and Finnish telecom equipment maker Nokia <NOK1V.HE> will begin jointly providing wireless Internet products to corporate clients. Compaq's Finnish subsidiary said in a statement on Tuesday the companies would together develop and market wireless Internet and Intranet solutions combining Nokia's WAP server software and Compaq's ProLiant servers running Windows NT. WAP (Wireless Application Protocol) allows cellphone users to access scaled-down Internet content with their phones. Compaq said it and Nokia saw huge market potential for mobile Internet solutions for enterprise customers, Internet service providers and wireless carriers.