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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Kenya AA who wrote (54327)	3/21/1999 4:13:00 PM
From: John Koligman	Read Replies (2) \| Respond to of 97611

Hi K, Dell started a venture capital firm, I think initial funding was one billion dollars. I don't know all the ins and outs of a stock swap, maybe that could be done, (with Dell stock tanking as what momo players are left bail), otherwise it costs IBM 150B+ (assuming a 20-25% premium for Dell shares) to get 20B in revenues. No way they would do that (or could do that) in my opinion. Rudedog's comment of a 'virtual corp' makes more sense. It will be interesting to see what unfolds. If IBM and Dell did link up very closely, that would be quite a bit of technology, cash flow, and market share for CPQ to fight.... John