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

To: stock bull who wrote (109685)	3/16/1999 6:51:00 PM
From: SirVinny	Read Replies (2) \| Respond to of 176387

Stockbull, there are 2 possibilities: #1 - IBM pulls out of the PC business in favor of DELL. With IBM concentrating solely on developing and selling the components. or #2 - The IBM brands (Aptivas... etc) will still be available. Only difference is that DELL assembles and distributes them. This is called "Jobbing". For example: Your supermarket carries a no-name brand of Corn Flakes. Chances are that box of flakes is still made by Kelloggs. Whether DELL sells DELL computers or assembles Aptivas is irrelevant. What matters is that the marginal contribution made by the JOBBING work must be the same or better than current status. "...For every IBM pc sold, Dell has one less customer available to them." WRONG. DELL will continue selling its own PCs. But in addition, it will get a similar cut by selling IBM's PCs. SirVinny