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

To: Mohan Marette who wrote (106976)	3/4/1999 11:11:00 AM
From: SecularBull	Read Replies (3) \| Respond to of 176387

I keep hearing the rumor that DELL will take over IBM's PC business, and that IBM will provide components, software, and support services from its side. I think I first heard this about 8 months ago. Is this phase 1 of that rumor??? Inquiring minds want to know. LoD

To: Mohan Marette who wrote (106976)	3/4/1999 11:25:00 AM
From: Sig	Read Replies (2) \| Respond to of 176387

<<<What is Dell after??? Technology and IBM gets a super efficient marketer.>>> Yup. Its all there in Michaels book. Association and cooperation between people and companies. Working together to provide the low cost solution which does not imply the lowest cost physical components or microchips. Just the best ---intc, msft, hwp, kodak, wang, Uis,and now IBM A true class act. The highlight of Michaels act was to convince men that these diverse entities would do better to work together to build the future internet/communication network and systems. The magnitude of that effort cannot yet be measured. Let Cpq fight it out alone on cheapy front. Sig

To: Mohan Marette who wrote (106976)	3/4/1999 12:04:00 PM
From: edamo	Read Replies (2) \| Respond to of 176387

mohan...msd is the epitome of the samurai warrior business school... first win/tel....now ibm....the purest of symbiotic relationships... or perhaps, the death of a perceived "white box maker"...the birth of a technological powerhouse... ibm would not sell their technological souls for a mere $17b...to a competitor who is apt to eventually find the solution to surpass the lesser growing master....it is the path of least resistance...business expansion without cash outlay...the $17b, to be looked at as nothing more than a shift in future vendor payments..next step may not bode well for unisys and wang, when their service agreements up with dell....or even gateway...the wealth in any company is in its business to business relationships...consumers can be fickle and change brands based on price or impulse...once a business commits to a franchise they are a bit locked in... msd follows the japanese model exactly, and even improves taking in account the occidental mind.. why would big blue sell technology for high end notebooks....that compete with thinkpads....hmmm, interesting.....the next few years will prove dynamic....let the analysts and their sycophants look only a quarter at a time....or the posters who predict an absurd five year dell range trade of 10-50...the money is to be made in the future.....great time to go long or sell puts...good luck to those with vision and courage! ed a.