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

To: SecularBull who wrote (107003)3/4/1999 11:37:00 AM
From: Boplicity  Read Replies (1) | Respond to of 176387
 
<<Dell would be alligning itself with IBM's $30 billion global services business and a $40 billion backlog of contracts, the biggest in the industry. >>

What a tease the both of them are. Get it over with guys.. I wonder if Mikey said to the IBMers, lets us do what we do best and let us do your PC biz, and you do what you do best sell service and advance technology. If I was him I would of said it right away as I shook hands..

Greg



To: SecularBull who wrote (107003)3/4/1999 11:48:00 AM
From: Hamiltonian  Respond to of 176387
 
<<IBM's $30 billion global services business and a $40 billion backlog of contracts >>

LOD

Let me take a stab at this. I think IBM is gonna exit the PC manufacturing business. Main reason being low margins and concentrate on other parts of their business where margins are higher and tere is the above mentioned backlog.

My guess is that Dell will buy this business from IBM and in turn sell sell computer to IBM.


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