Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: kaka who wrote (167227)	9/25/2001 2:35:16 PM
From: calgal	Respond to of 176387

EMC/Dell alliance would unite former foes biz.yahoo.com

To: kaka who wrote (167227)	9/25/2001 2:38:33 PM
From: Mick Mørmøny	Respond to of 176387

NEW YORK (Dow Jones)Andrew Neff has done it again. In January, the Bear Stearns computer stock analyst foretold of consolidation in the industry and suggested that Hewlett Packard Co. (HWP) and Compaq Computer Corp. (CPQ) might merge. When, much to everyone's surprise, HP and Compaq unveiled such a combination earlier this month, Neff was flooded with accolades from investors and the media for his prescient call. Now, Dell Computer Corp. (DELL) and EMC Corp. (EMC) are expected to announce an alliance in the storage hardware market, The Wall Street Journal reports. That's something Neff also called for in his research report, which was first published in January and updated in March. Unlike the HP and Compaq merger, however, Neff wrote on Tuesday that he likes the planned Dell-EMC partnership "because it addresses issues that EMC and Dell both have." After struggling for two years to develop and sell its own storage products, Dell plans to resell EMC's data storage computers and software. The deal would give Dell a stable vendor with high-end products. EMC, meanwhile, gets an inexpensive means to sell its products, especially low-end machines, at a time when rivals are forging alliances. Given that two of Neff's predictions have already come to pass, it's worth considering the other recommendations the veteran analyst made earlier this year: International Business Machines Corp. (IBM) should sell its PC operations. Dell might be the buyer. Gateway Inc. (GTW) needs to find a partner, possibly Dell or NEC Corp. (NIPNY) or Toshiba Corp. (J.TOS). *Apple Computer Inc. (AAPL) should modify its new operating system, OS X, to work with processors from Intel Corp. (INTC). In a note to clients Tuesday, Neff reiterated his belief that the computer industry has too much capacity and further consolidation is likely. He added that international markets, especially Japan, are ripe for such moves. (MORE) DOW JONES NEWS 092501 02:06 PM

To: kaka who wrote (167227)	9/25/2001 7:07:04 PM
From: John Koligman	Respond to of 176387

K, that EMC comment Mikey made was simply another in a LONG string of 'tough talk' that has blown up on him. He really should have someone like Lou Gerstner tutor him in 'press talk 101'... Regards, John <ggg> From today's WSJ... A year ago, Dell Chairman Michael S. Dell joked that the initials of EMC stood for "Excess Margin Corp.," and insisted Dell would undercut those margins with lower-cost products. Since then, EMC has seen former customer Hewlett-Packard Co. agree to acquire Compaq Computer Corp., and both H-P and Sun Microsystems Inc. ally with rival Hitachi Data Systems, a unit of Hitachi Ltd.