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

To: Mohan Marette who wrote (28436)	1/26/1998 8:26:00 AM
From: Lee	Read Replies (1) \| Respond to of 176387

Mohan, More info. biz.yahoo.com Lee

To: Mohan Marette who wrote (28436)	1/26/1998 10:08:00 AM
From: John Koligman	Respond to of 176387

Mohan, Services is by far IBM's fastest growing business, none of their other businesses are growing much at all. There is money to be made here at the high end, but competition is increasing, and margins are dropping. I think the DEC purchase is consistent with CPQ's enterprise strategy. They are really going after the sales/service arm that DEC has, and it makes them even more of a soup to nuts systems provider. Of course it may (AGAIN!) hurt the stock short term but in the long term (if managed well) softens their exposure to the low end PC business even more than today and lets them better compete with Sun, HP, and IBM at the high end. John