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: stock bull who wrote (169444)	5/2/2002 10:55:49 AM
From: kemble s. matter	Read Replies (2) \| Respond to of 176387

Larry, Hi!! RE: My experience tells me that one should never underestimate the opposition. Time will tell how the merger plays out. In the meantime, Dell had better monitor the progress made by Cpq/Hwp and be prepared to take action as the situation requires. Absolutely...And, I'm quite sure that this vision has been discussed looooooong before CPQ/HWP even announced the possibility of a merger...I believe the lack of hubris is one of the strongest personal characteristics Michael possesses...I will always admire the champion who puts foot on the line of confidence/cocky...But never crosses it... Let's talk about printers: 1. What would you suppose would be the affect on HWP/CPQ if DELL moved into the only profitable business they now have? 2. What leverage would this place on the other hardware/service possibilities? Interesting how history has a way of coming back to hit you in the back of the head...It was these very tactics of leveraging high margin products against DELL's desktops when DELL was first making a move into the hardware business... I "KNOW" DELL is very interested in printers...Cause again for my imagination... Best, Kemble