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

To: Boplicity who wrote (107582)	3/5/1999 2:32:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

Damn another analyst to put on my Watch List'! 'The best is yet to come' Kumar?!Wow. Greg: Another damn 'foreigner' from my neck of the woods,well I guess I put him on my 'Watch List' just in case he misbehaves.<vbg> I guess the boys are behaving today so I think I hold off calling the immigration on them for the time being. ================== Amit Chopra, a securities analyst at brokerage CS First Boston, estimated the seven-year deal could add $9.5 billion in incremental revenues for IBM. The deal's total value in new and existing contracts was $16 billion, the companies had said. .............. In a research note, Chopra said that, with pricing in its traditional mainframe business declining, IBM's component supply business is playing a growing role in fueling the company's revenue growth. ''IBM has found a new distribution channel for its (research & development) investments, giving us greater confidence in the company's ability to grow its top line,'' Chopra wrote. Chopra said the deal was the strongest stimulus to the stock since IBM's fourth quarter revenue report, when quarterly revenue growth fell short of Wall Street estimates, causing the stock to slide sharply, and trade in a range since then. ....... ====================== [Mohan:Here is the other guy on my list,you know him already.The best is yet to come he says-Wow that is quite a change,what's the matter with this guy] ========================== In a research note entitled ''IBM/Dell Pact -- The Best is Yet to Come,'' Piper Jaffray analyst Ashok Kumar said the deal gives Dell access to IBM's research and development and patents without paying the customary 1 percent royalty fee. Kumar argued the manufacturing pact is a possible prelude to Dell signing up with IBM's Global Services division, arguing that Dell's current computer services partners, Unisys Corp. . and Wang Global are not capable of providing the range of corporate-wide services Dell will require. ''We consider this an initial engagement opportunity with the potential to provide services in the future,'' Kumar said. He also speculated that Dell could takeover the manufacturing of IBM PCs, similarly to the way Unisys now resells Hewlett-Packard Co. PCs, after Unisys exited the manufacturing of mass-market computers last year. Merrill's Milunovich agreed the Dell deal may accelerate IBM's decision to exit the consumer and corporate desktop PC business and instead sell PCs built by Dell or another maker.