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: Jock Hutchinson who wrote (106917)	3/4/1999 10:11:00 AM
From: Venkie	Read Replies (1) \| Respond to of 176387

Jock Did I not tell u to buy dell and go long...mikey is a very smart guy..We didn't get rich by picking boogers<gg>

To: Jock Hutchinson who wrote (106917)	3/4/1999 10:15:00 AM
From: wlheatmoon	Read Replies (1) \| Respond to of 176387

Just wondered if Mikey DELL is buying or selling stocks today? DELL is paying IBM a chunk of change, that's for sure.

To: Jock Hutchinson who wrote (106917)	3/4/1999 10:23:00 AM
From: JRI	Read Replies (2) \| Respond to of 176387

Jock....Dell truly has created a (second) model that is often-overlooked...The leveraging of supplier agreements to not only gain access to cutting-edge technology, but to also eliminate the downside risk of (poor or non) development (wasted $$$).... The B-T-O model gets all the attention, but Dell's skill here too is astounding... Effectively, Dell outsources technology development like no other technology company I know...I am not a tech guru, but Dell makes a powerful argument that you can be (enormously) successful producing profitable technology products without needing to massively spend on R&D.......and that, this may, indeed, be a better strategy (from an ROI, stock price perspective) than doing it yourself.... This point may be debatable, but the fact that is subject for conversation at all is a testament to Dell's genius.....Who would have thought that "Dell" (in all its glory) was possible? Complements to you (in not thinking about the facts as they are, and not arguing solely from a bull/bear perspective)..We need that here...

To: Jock Hutchinson who wrote (106917)	3/4/1999 10:34:00 AM
From: David S.	Read Replies (1) \| Respond to of 176387

Jock, You are dead on right about the value of this strategy. Sales savvy joined with tech savvy. IBM has been limping along for over 10 years, this should perk it up and in the process, position Dell for true leadership. Great move. Regards, David S. INTC DELL HD KO WCOM LU IOM ANSC BAC UNPH ZD

To: Jock Hutchinson who wrote (106917)	3/4/1999 10:35:00 AM
From: James F. Hopkins	Read Replies (2) \| Respond to of 176387

Jock; Others, Help !! This deal has shot the market up across the board, but that don't make sense. While it looks like smart for DELL - IBM, Who does it take from The deal initially calls for Dell to buy equipment from IBM including disk drives, flat-panel displays and memory chips. The companies eventually expect broader sharing of technology, including co-developing new products. 1 OK who is DELL now getting the most of above stuff from ? Does Segate or quantum get hurt, how about MU ? 2 Does This makes them more competive with CPQ ? -------------------- Jim

To: Jock Hutchinson who wrote (106917)	3/4/1999 11:19:00 AM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

This sound like a win-win deal for both companies. Each gets to do what it does best, and in Dell's case that remains sell, assemble and distribute. And that's just the kind of kick-start that IBM needs to get its top line rolling. If you read that article I told you about in the Harvard Business Review this deal should not be that surprising to anyone (although the exclusive nature is something of a departure). It is really just a continuation of the "other person's technology" theory that MSD follows. And here you can see synergy in pristine form. Each company should benefit substantially from the deal. IMO we are looking at a de facto merger. Here are the salient features from the full article: biz.yahoo.com As part of the contract, Dell will purchase storage, microelectronics, networking, and display technology from IBM for integration into Dell computer systems. In the future, the agreement is expected to include IBM's copper, silicon-on-insulator, and other advanced technologies. The arrangement, which spans seven years, also calls for broad patent cross-licensing between the two companies and collaboration on the development of future product technology. Initially, Dell will have access to IBM's high capacity disk drives, network adapter cards, flat panel displays, high performance static random access memory (SRAM) and custom chips. TTFN, CTC