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

To: Meathead who wrote (164116)	2/16/2001 12:13:39 AM
From: rudedog	Respond to of 176387

meat - well, if DELL continues on the current path, they could end up with the deal folks have suggested for years - take IBM's PC business in exchange for a services play. They could even do a storage deal which would take that services capability, and IBM's high end storage line, and provide an outlet for the commodity SAN parts a year ahead of where they would be if they wait for the market to mature. A deal like that could change my opinion. HP is on the ropes and rudderless. Carly has not managed to translate her vision into any kind of focus and the company is losing its internal sense of who they are. I agree with Bill that GTW is dead meat. If the IBM / DELL thing happens, then DELL would be the undisputed master of the PC space, with a reasonable upscale path if they can keep IBM in line as a partner, no mean feat. The only other significant player would be CPQ, who is well on their way to transitioning their client business into a broad access device model where the PC is a hygiene factor. If I really believed that was likely I would probably hang on. But I don't know if these guys have the cojones to go for it.

To: Meathead who wrote (164116)	2/16/2001 3:10:44 AM
From: Sig	Read Replies (1) \| Respond to of 176387

<<So Compaq is more interesting but Dell is more profitable. I'm confused, which stock will do better?>> CPQ gets better press but the results don't last as long(g) IMO Michaels vision is still intact, Quadruple Penyang, triple Xiamen, new plant in Brazil, new plant in Tennessee, and coming soon, Ft Wuth. All in the past year. ( now don't laugh, John, this aint IBM) Results shown by increasing sales by $1.7 bil 4th qtr to 4th qtr. A closer association with IBM thru two new board members, and a new manager in Europe. But its one step at a time, with problems along the way, a crummy election, devastating forehand shots by Mr G, an earthquake, a shortage of flat panels, bad boards from Intc, a Rambus failure...Did not slow things by an impossible amount. At this moment growth is excellent and takes precedence over margins and todays actions are designed to improve the margins. Dell has moved big into notebooks and wireless and I feel thats very important. Faster and cooler running chips and better displays will extend the battery life and since they are handled a lot, I believe the replacement cycle will be shorter than for desktops. Get on the web anywhere, anytime, but not quite yet. Michael does not appear to be enjoying the Streets reaction, he deserves much better. I find it hard to hold a lot for investment tho, since the analysts keep crying." Down with the "puters", down with the chips, down with the opticals .Down with the market???? Sheeeeeeeeeeeesh. Sig