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

To: jbn3 who wrote (123094)	5/7/1999 12:14:00 PM
From: Frank E W	Respond to of 176387

I feel Dell will make more strategic partnerships in the future rather than acquisitions its keeps overhead in the otherguys house... DELL will stick to their business plan growing on their low cost of ownership, customer satisfaction and top of the line quality...they will continue to make big strides on other companys blunders. as far as buying other box makers the only thing usefull to DELL would be their people as they would eventually take their business anyway. why would DELL want a store in a Mall thats has become a hangout for kids? Frank

To: jbn3 who wrote (123094)	5/7/1999 1:02:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Good morning Bachman, I would not be surprised to see Dell depart from its historic pattern of strictly internal growth. It is clear to me that Dell's hyperbolic growth in the PC sector is coming to an end because its increasing market share precludes growth at multiples much greater than growth of the computer market. Therefore, if the company is to continue to grow at rapid rates it will need to find new growth opportunities that are consistent with its BTO technology. Exactly what those opportunities are, I cannot say, but it would not surprise me to find Dell making a few technology acquisitions in the near future. I would look at small companies with broad-reaching technology capable of being manufactured and marketed by a variant of Dell's business model. An alternate acquisition might be GTW as a preemptive strike. I have discussed this idea in previous posts. TTFN, CTC