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


To: Mohan Marette who wrote (107920)3/7/1999 4:03:00 AM
From: JAMES BORECKI  Read Replies (2) | Respond to of 176387
 
Mohan,

DELL has become the leading ON-LINE, HIGH MARGIN, supplier of BOXES to the Corporate world. Is IBM positioning itself to be the ON-LINE, HIGH MARGIN supplier of PARTS to the 'BOXES' world?

IBM could copy DELLs story exactly and feed parts DIRECT. Will IBM be the next DELL? IF?? so when would we start to recognize if this will happen.

LLLLLLOOOOOOOONNNNNNNNGGGGGGGGG on DELL
JimB