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

To: Chuzzlewit who wrote (123122)	5/7/1999 1:50:00 PM
From: JRI	Read Replies (3) \| Respond to of 176387

Chuzz- If you look at it on a market share basis, Gateway is pretty cheap..(ie, Dell could buy marketshare cheap)... Think about the additional cost savings given the larger purchases of components Gateway/Dell would mean.. Gateway could also be fill a couple holes in Dell's current lineup....allow Dell to go even further down the consumer chain... Do Waitt and Dell get along? I seem to recall reading about some animosity going a ways back...Waitt would surely want to be very independent (apparently that's what he told Pfeiffer back when Pfeiffer was inquiring a couple years back)...Don't know if MD would be happy with such an independent arrangement... Also has value as a defensive manouver, as you have mentioned... How much value would it add if Dell can say (a couple years, maybe 3-4 yrs. earlier, than under current growth patterns) that they are the #1 PC seller in the world...I reckon that's worth something... What if Dell bought Gateway AND took over the bulk of IBM PC manufacturing sometime in the next 2-3 years....geez, that would get us over 20%, and near 25%...... Wow. Would the dilution be worth it? Just some musings...