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To: Robert Scott Diver who wrote (112085)3/25/1999 9:47:00 AM
From: TigerPaw  Read Replies (1) | Respond to of 176387
 
IMO IBM qill be outsourcing at least some PC manufacturing to DELL
Do you think the timing of any announcement is linked to the report that Dell is building a new manufacturing plant. It seems like the last plant they built took about 9 months to complete. Maybe we will hear more on the subject toward the end of the year.
TP (Speculation only!)



To: Robert Scott Diver who wrote (112085)3/25/1999 1:23:00 PM
From: BGR  Respond to of 176387
 
Robert,

I'm waiting patiently to see how this unfolds ...

-BGR.



To: Robert Scott Diver who wrote (112085)3/25/1999 2:05:00 PM
From: Chuzzlewit  Respond to of 176387
 
Robert, WSJ said IBM said PC business was profitable in the 4th quarter.

This is not surprising. Q4 is typically the best quarter because many companies are spending end of year budgets and consumer demand is at its strongest in Q4.

TTFN,
CTC


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