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

To: Meathead who wrote (169940)	6/23/2002 7:59:15 AM
From: D. Plen	Read Replies (1) \| Respond to of 176387

Dell and the printer business: The barrier for a new entrant into the printer business is pretty high in cash, and Dell would have to hire a lot on new engineering talent or re-assign significant staff (which they probably would not do). I think that they should acquire Lexmark. Here are four good reasons. First, it is a former IBM unit, and we know that Michael and L. Gerstner communicate regularly. Second, it is already established and competes with HP in every sector of the printer line (except perhaps the largest hi-speed printers). Third, it is not doing very well, and needs Dell discipline to turn it around. Fourth, another major brand of printer is not needed, and would be a hassle with getting yet more printer drivers into software. An acquisition of this size has not been tried by DELL to-date, but if they want presence in the printer marked, it may be the best way to do it. D.Plen

To: Meathead who wrote (169940)	6/24/2002 10:58:22 PM
From: mepci	Respond to of 176387

MH: SE is the most meaningfull numbers to shareholders. Currently there are no protections for shareholders. Hopefully the new regs, will seriously look at SE and the use of RE. From Sloane days to late 60s, SE and dividends were very important. To equate the gogo days infatuation with revenues and earnings only is a great folly of the current markets. When SE goes down, so does the asset/liabilities ratios. That will start hindering resources available to management. When you take $2.8B of SE and buy stock into treasury for option exercises, you took $2.8B of cash out of helping the company grow. It is time we stop working with mumbo-jumbo.