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

To: Jeffrey E. Klein who wrote (115455)	4/9/1999 9:16:00 AM
From: Rich Young	Respond to of 176387

There used to be an Austin PC company, but they are now out of business <g>. Rich

To: Jeffrey E. Klein who wrote (115455)	4/9/1999 9:52:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 176387

Perhaps Dell doesn't want to build PCs for IBM under IBM's terms. IBM gets a 6% royalty in Europe where it has this arrangement with boxbuilders. That 6% would give DELL a major competitive advantage by just continuing to do what they do today; and not building PCs for IBM to sell. IBM has already publicly stated that their PC business is dead. Back in the 70s, the industry looked at DEC with its VAX product line as an IBM killer. That threat never materialized. It looks as if Dell with its Direct model has kicked IBM's butt in the PC sector. FWIW, Ian.

To: Jeffrey E. Klein who wrote (115455)	4/9/1999 9:56:00 AM
From: D.J.Smyth	Respond to of 176387

<<Why doesn't IBM let Dell build their PC's,>> I believe that Dell offered, but IBM's take was too high. Counter offers were made with no response. MD stated it wouldn't happen relative to Dell's rejection of the offer. CFO made no comment as Dell made a counter. It makes sense in IBM's interest relative to overall earnings. It's a matter of coming to terms.