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

To: jhg_in_kc who wrote (107057)	3/4/1999 12:37:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

JHG, this quasi-merger is a direct threat to both CPQ and HWP on their home turf. I look for accelerating market share gains in the enterprise segment. This is the kind of news I have been waiting for from Dell because this is an initiative that adds a tremendous amount of potential growth to the company. I don't mean to imply that I anticipated this particular move (I certainly did not), only that I was looking for a move by Dell to leverage its expertise -- and this alliance clearly does all of that. I think it is a brilliant strategic move by both companies. It's a bit early for me to start thinking in terms of incremental sales, but Gabriel Dubois and John Rosser probably have that all figured out by now <VBG>. TTFN, CTC

To: jhg_in_kc who wrote (107057)	3/4/1999 12:45:00 PM
From: Sig	Read Replies (1) \| Respond to of 176387

<<< What kind of impact will this have on the stock? Is it possible to visualize numbers for the near future?>>> I picture the floor traders in Dell being frozen in the headlights with Dell holding at +2 1/2. They are caught between Dells ( supposed)deceased rate of sales growth and today indications that Dell needs more parts.Hehe They may have sent out a few interns to check out this IBM deal, and their opinions should show up in the stock price late today or tomorrow. Sig