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Technology Stocks : IBM -- Ignore unavailable to you. Want to Upgrade?

To: Jules B. Garfunkel who wrote (4735)	3/4/1999 9:51:00 AM
From: DavesM	Read Replies (1) \| Respond to of 8218

Regarding IBM / Dell agreement dell.com "IBM, DELL announce $16 Billion Technology Agreement"

To: Jules B. Garfunkel who wrote (4735)	3/4/1999 10:37:00 AM
From: Gregory Lie	Read Replies (1) \| Respond to of 8218

Jules, You sound a little too pessimistic. I would feel more pessimistic if I was a company that sold displays, hard drives, and chips and was left out of the deal. At least one company likely lost a rather large customer today. Why don't you invest in them?

To: Jules B. Garfunkel who wrote (4735)	3/4/1999 4:14:00 PM
From: William	Respond to of 8218

Well Jules, the initial reports had things wrong, so you IBM bashing questions do not apply. Why not wait for facts before taking potshots. You waste folks time.

To: Jules B. Garfunkel who wrote (4735)	3/4/1999 11:34:00 PM
From: art slott	Respond to of 8218

Nay, IBM just wants their $6.5 billion oem components business to grow faster than the current 43%. And it's only a 6 year old business . Art

To: Jules B. Garfunkel who wrote (4735)	3/5/1999 1:06:00 PM
From: Harry Landsiedel	Read Replies (3) \| Respond to of 8218

Jules. Re: IBM/Dell. Thank goodness for your post. I thought everybody was asleep out there! I think you raise some legitimate questions. And not one response dignified your honest questions with an thoughtful response. My first thought on hearing the deal was to feel sorry for those poor IBM PC salesmen (if they have any). Why would anybody want to buy any IBM PC hardware. But the Dell salesmen just got a great new sales pitch. "Why buy an IBM PC (or server) for more money when you can buy virtually the SAME machine from Dell." Robert Townsend, the former CEO of Avis tells a true story when the home office came up with a strategy of introducing a lower priced rental car service from Avis. Everybody loved the idea except Wisinski, the Regional Manager from Chicago. When queried about his lack of enthusiasm, he replied, "If this new idea is the same as Avis, just cheaper. I don't like it." "You may think this is great, but us pollocks call it pssing in the soup." True story. Lou G just pssed in the soup IMHO. BWDIK HL