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

To: D. Swiss who wrote (122726)	5/6/1999 11:50:00 AM
From: Captain Kirk	Read Replies (2) \| Respond to of 176387

Drew, Dell Grows business internally and It doesn't need any COW manure <ggg> for fertilizer. seriously,Have you seen any indications that DELL is looking at Gateway? That would seem like a radical departure for DELL and IMO the benefits are dubious. Kirk Out

To: D. Swiss who wrote (122726)	5/6/1999 1:08:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Actually, I think that such an acquisition makes a great deal of sense. I have two reasons for this. First, GTW is firmly entrenched in the retail market. It's country store concept is a way to allow consumers to touch and feel before they buy. It gives them the hand-holding they need. Second, it removes a potential direct bridge from the landscape. In other words, it would be preemptive strike against Compaq. I have argued that the only way a company like Compaq can rapidly bridge the gap to BTO and direct sales is to buy a company in that business. That allows the coexistence of brands which could eliminate their channel rebellion. Simply put, the GTW brand becomes the direct, BTO machine while the Compaq brand retains its channel image. TTFN, CTC