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

To: J. D. Main who wrote (107747)	3/5/1999 8:39:00 PM
From: Mohan Marette	Respond to of 176387

JD,thanks a lot, all good points though they left out a few other important points one of them being Dell's savings in royalty payments to IBM.Thanks again.

To: J. D. Main who wrote (107747)	3/5/1999 8:41:00 PM
From: Walcalla	Read Replies (1) \| Respond to of 176387

Thanks J.D. that is what we are all here for, to gather and give information. This is from The Computer Daily News. IBM, the world's biggest computer company, offers the broadest range of products in the industry, from the most powerful mainframe computers to software. Its service business grew 21 percent in 1998 to $23.4 billion, contributing more than a fourth of the $81.7 billion in revenue. But for much of last year, IBM's PC business struggled, in part because Dell's direct model revealed the inefficiencies of traditional PC suppliers. That had helped fuel speculation that IBM might ask Dell to assemble some of its PCs in Dell's highly efficient factories. Dell, the No. 2 PC maker behind Compaq Computer Corp., had revenue of $18.3 billion in its most recent fiscal year. For years, Dell's efficiency and minimal inventory have allowed it to squeeze extraordinary profit from a relatively narrow hardware product line. It was only in 1997 that Dell entered the business for servers, which are higher profit and more powerful computers that handle the world's e-mail and bank ATM transactions and that feed data to multiple terminals in offices. Shortly after that, Dell launched its line of workstations, which are souped-up desktop computers used extensively by engineers and financial analysts. Lambert and Scacco said Dell's relationship with IBM will grow in ways that help both companies. Scacco was asked about analysts' expectations as well as the speculation that Dell would produce PCs for IBM. ''Nothing would surprise me,'' Scacco said. -----

To: J. D. Main who wrote (107747)	3/5/1999 9:39:00 PM
From: Naggrachi	Read Replies (1) \| Respond to of 176387

Pardon me for interrupting.... But, whatever happend to Mr. Burke (econ 101 dude,) and his postings on this board? Zead

To: J. D. Main who wrote (107747)	3/6/1999 11:11:00 AM
From: OLDTRADER	Respond to of 176387

To J.D. Main:I went back and read your posts-you sure were right on your great IBM/DELL call-Thanks.wbm

To: J. D. Main who wrote (107747)	3/6/1999 3:50:00 PM
From: Brian Malloy	Respond to of 176387

Thanks for posting this!! I have been shaking my head everyday since this deal was announced because all the "experts" say what does DELL get out of the deal? They just don't seem to get it. CPQ bought TANDEM and Digital and now it must integrate them and make everything work. Mike Dell in a stroke of sheer genius has in an abstract sense purchased IBM. He gets access to the World Class R&D and name brand recognition of IBM without having to worry about integration and selling of parts of the business and keeping new fifedoms happy. DELL vaults to the head of the pack once again and it is CPQ and not DELL that is going to feel the screws tightening over the coming years. The article that you printed out lays this all down in short form. Hopefully, and in due time they will, others will understand the strategic ramifications of the DELL IBM pact. Great find, Regards