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To: Ramesh Manne who wrote (132)3/4/1999 10:22:00 PM
From: art slott  Read Replies (1) | Respond to of 467
 
>. I am amazed that all analysts simply forgot the fact that IBM is neither lean nor efficient.<
IBM's costs are in line with the industry in most respects and sometimes better.

Dell isn't paying 16 billion to buy product from someone else. They will buy all the product that money allows them to buy.