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To: JRI who wrote (107019)	3/4/1999 11:56:00 AM
From: stock bull	Respond to of 176387

John, re: the FTC, I was referring to the situation, in the future, wherein IBM has Dell manufacture their pc's, while IBM exits the pc manufacturing business. There was a similar situation between STK and IBM a number of years ago. This deal involved STK building and selling their RAID system exclusively for IBM. IBM got out of the RAID manufacturing end of the business. The FTC required that STK continue to sell the RAID system to other customers as well as IBM. In the meantime, EMC was the dominate player in the RAID market. JMO Stock Bull

To: JRI who wrote (107019)	3/4/1999 12:02:00 PM
From: Gabriel008	Read Replies (1) \| Respond to of 176387

John, the IBM deal may create an entry for DELL into the sub $1000 PC business since they don't have the capacity to handle this new segment in house. And, they don't want to incur the capital costs of building new plants just to get into this low margin business. Or, this is DELL's way of [finally] closing the door to the sub $1000 PC business since they've got better opportunities elsewhere! Imagine all those IBM technicians servicing DELL's enterprise client needs throughout the world. DELL will now have the infrastructure to enter any new and profitable enterprise product category. The possibilities are no longer limited!