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

To: Roads End who wrote (51525)	3/4/1999 11:20:00 AM
From: JRI	Respond to of 97611

Dell outsources most of their R&D to Microsoft, Intel, Clarion, IBM (but, now, more so...).. Dell does not have anything close to the in-house R&D capability that Compaq does....its entire model has been built around reaching effective agreements with other companies that do have cutting-edge R&D.The agreement with IBM is just an extention of the current agreement, and models agreements Dell has with others.. It has been critical that Dell get access to additional technology(s) to be able to move up in enterprise (service, storage, etc)...Clearly, they will getting some in this deal....To develop IBM's expertise here, on their own, would have been prohibitively expensive, duplistic, and risky... This move is more of the same...Dell not duplicating the wheel... Finally, how did I misquote you? I don't understand? Would cut-and-paste really helped here?? I'll be interested in what Rudedog has to say here, but I doubt seriously he would see this as a "departure" from Dell's current business model....