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Strategies & Market Trends : Classic TA Workplace -- Ignore unavailable to you. Want to Upgrade?

To: Nancy who wrote (72666)	5/2/2003 8:20:11 PM
From: AllansAlias	Read Replies (2) \| Respond to of 209892

DELL buying SUNW? LOL. That would be the most obvious short since I've been trading. DELL would have no clue what to do with a SUNW. DELL needs to sell service. They have really wired the selling of gear, but it will always be a marginal business model. DELL does not need to buy a product line. DELL would be better suited to buy a company they can afford that does services. Hell, DELL would be better off buying EDS. -g/ng On the EDS web site the biggest text you see today is "Leading The Way In Product Lifecycle Management" -- a natural fit for a seller of commodities. DELL knows there is no future in commodity computers. The computers, even at the server level nowadays, are nearly lost-leaders.