Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Chuzzlewit who wrote (117056)	4/13/1999 2:54:00 PM
From: arthur pritchard	Read Replies (1) \| Respond to of 176387

chuz:<ibm/dell> Disagree they will ever ink with Dell in this way. Gerstner has THE monster ego on the planet. He basically has a very simple mind, if you look at it this way. AND he thinks he got the better part of the existing Dell oem stuff.

To: Chuzzlewit who wrote (117056)	4/13/1999 2:57:00 PM
From: David Harker	Read Replies (2) \| Respond to of 176387

I agree overall, but I doubt there is a special internal deal between PC group and component group. Each part of IBM must annually present business case justifying their requested development budget. They may get more, they may get less, depending on whether the top brass thinks they will make money w/ that allocation of capital. My software project is relatively small in IBM (several hundred people) but we have to do the same process. It's a bit like renewing your annual "venture capital" w/ those who funded you - and I'm sure it's a tough process (there is some conjecture above, I've never been in these meetings). So, the PC group is toast if they don't perform financially, unless as some have posted here, IBM decides there is validity in keeping them around (the "loss leader" idea) - I've got no comment or clue on that.

To: Chuzzlewit who wrote (117056)	4/13/1999 3:02:00 PM
From: edamo	Read Replies (1) \| Respond to of 176387

chuzz..re: ibm conjecture...brilliant you have taken into account that which many fail to understand...factory loading.....this is a major factor in pricing decisions when a company is the size of ibm,cpq,hwp....

To: Chuzzlewit who wrote (117056)	4/13/1999 4:03:00 PM
From: Marq Spencer	Respond to of 176387

...IBM PC division stuff ... This is just conjecture Darn!! And I thought that you were the fly on the wall <vbg> - Marq.