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: stockman_scott who wrote (122245)	5/4/1999 6:55:00 PM
From: W.B. Michaels	Read Replies (1) \| Respond to of 176387

RE:DELL-MD's child will not be sold as an indentured servant to the enemy..wbm

To: stockman_scott who wrote (122245)	5/4/1999 7:49:00 PM
From: TCBinAugusta	Read Replies (1) \| Respond to of 176387

There are several good reasons in my opinion why MD would consider a combination with IBM: 1. Continued price erosion in the PC marketplace will make it tougher and tougher to keep the revenues increasing at prior paces. High margin servers need good installation and support, and IBM has it. 2. IBM has had a tough time with PCs and may need Dell now, but may not later if they get their act together, 3. The Wang acquisition today may make existing support more expensive and/or perhaps change the quality, 4. Two companies (CPQ and HP) are looking for head honchos. MD might be afraid of losing one or more key people in Round Rock, 5. Being groomed to be a future head of IBM down the road wouldn't be so bad either. If I were MD (and boy do I wish I was!) I would certainly be giving the above some consideration. I hope it doesn't happen, that Dell is able to continue its stellar performance by being the best and smartest management team around. So, "Say it ain't so, Mikey!". TCB