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

To: stockman_scott who wrote (170973)	9/24/2002 7:51:02 PM
From: Selectric II	Read Replies (1) \| Respond to of 176387

This really is an interesting turn of events, with lots of possible outcomes -- most of which are very good for both Dell and Lexmark, which makes darned good printers. Oh, yes, and for their shareholders, too.<g> Unlike throwing a pass in a football game, where there are three possible outcomes, two of which are bad.

To: stockman_scott who wrote (170973)	9/25/2002 8:09:58 AM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Hi!! RE: But investors are worried that Dell will implement its black-box manufacturing and volume strategy into the printer market and squeeze the margins for HP's most profitable business. Those profits, mostly from high-margin cartridges and supplies, are said to keep other arms of the business afloat in tough times. HP shares were off 5.5%, to $12.16, in early afternoon trading. Dell investors have been more levelheaded: The stock is up just 1%, to $24.23. Lexmark (nyse: LXK - news - people ) shares, however, were up almost 10%, to $46.60. That's because the Dell deal replaces and should surpass the 3% of Lexmark's 2001 revenue the company lost when Compaq was bought by Hewlett-Packard. Compaq outsourced its branded printers to Lexmark. Of course Lexmark investors should be buying more...Someday when DELL eats into HP's ink and the Carly/Cappellas marriage finds their heads totally under the quicksand...DELL will have all the PC business...And, Lexmark will be the brand of choice...HP will be non existent... Best, Kemble