Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Chuzzlewit who wrote (55305)	7/30/1998 2:35:00 PM
From: SecularBull	Read Replies (1) \| Respond to of 176387

Chuzz, I agree. DELL doesn't need to buy GTW's problems. As for GTW being acquired, I think that realistically the only real candidate to do this is Compaq. I think that IBM is moving away from PCs, and to buy GTW would be a clear reversal of that strategy. HWP, may also be a candidate. While I think it might help the business of the acquirer, I have to ask the question, why would they buy something that they can duplicate? They're already opening up their own direct shops, but there is a problem with that too. I have always made the argument that DELL's model could be copied, but as long as it wasn't completely adopted by the imitator, DELL would retain superiority in the market. CPQ seems to be committed to keeping the indirect business, while deploying a direct marketing strategy along side. No matter how you cut it, CPQ, operating this way, will never maintain the margin efficiency that DELL has. Just my thoughts. LoD