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

To: SecularBull who wrote (46692)	6/8/1998 4:44:00 PM
From: JRI	Read Replies (2) \| Respond to of 176388

\| Next \| Respond \| Earnings \| Silicon Investor Home Page To: Tweaker (991 ) From: fred woodall Thursday, Jun 4 1998 9:32AM ET Reply # of 1002 <<Micron Electronics Inc. shares surged Wednesday after the company's newly installed chief executive, Joel Kocher, described his plans for restructuring the computer maker's business. Kocher, a former Dell executive, was named chief executive of Micron Electronics in January.>> <<He also said Micron Electronics had scrapped earlier plans to try and win corporate clients. That opportunity has likely passed for Micron, he explained, so the company will focus on consumers, small businesses and home-office users.>> Interesting news/quote from the Dell bear thread recently. Even more interesting that the bears interpreted this as "bearish" for Dell, ie., former Dell executive running a competitor......The bears, however, chose not to focus on the second paragraph, in which Micron announces its capitulation in the corporate market (over 80% of Dell's PC sales)..... The consolidation trend continues.....One thing I don't recall being discussed on the (bull) thread: It appears that the "consolidation" that is occuring, and that Meredith often discusses, is even more pronounced on the (worldwide) corporate purchasing side (as opposed to the consumer side.... after all, the sub-1000 looks like the most competitive segment of the market, or at least near the top)....To me, this is more proof of Dell riding another powerful trend (consolidation) in the PC industry, and this (consolidation) will be in full effect over the next couple years (at least)...Playing into Dell's market strengthes.... Funny how bulls and bears can look at the same thing and see something totally different....