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

To: SecularBull who wrote (113255)	3/29/1999 4:57:00 PM
From: Meathead	Read Replies (4) \| Respond to of 176387

RE: do you have anything to add on the DELL/IBM deal.. Not really. Guys like rudedog are much more adept at dissecting the potential ramifications. A lot of folks have already done so on this thread. Suffice to say, much the talk is based on rumor anyway. Some things are clear however. Dell's business model is about to push IBM out of the box business altogether (imagine that). IBM has a great profit structure in it's component business yet it must give some of those profits back just to put those devices in a box. Silly isn't it? I think it's a no-brainer that IBM will be slowly exiting the mid-range box business and encouraging their customers to buy boxes from OEM's who use IBM's components (e.g. Dell). Looks like fairly large incremental volume and corporate customer gains in the near future. The current un-rumored affiliation gives Dell unprecedented opportunity to move higher into the enterprise area... but that's already been discussed extensively here. Partnering yes. Mergers or Acquisitions no. Good for Dell yes. Good for IBM yes. Good for Compaq no. MEATHEAD