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

To: kjhwang who wrote (129188)	5/27/1999 12:31:00 AM
From: Augustus Gloop	Read Replies (1) \| Respond to of 176387

That is why I believe they should buy 3com or the Palm pilot division.

To: kjhwang who wrote (129188)	5/27/1999 1:30:00 AM
From: kjhwang	Respond to of 176387

Actually meant network appliance. TCI

To: kjhwang who wrote (129188)	5/27/1999 6:58:00 AM
From: stockman_scott	Respond to of 176387

<<. I believe a better opportunity would be one such as an acquisition of a co. like network solutions. I think such a move would alter the dell "perception" from a position of "just a box maker" to a provider of internet connectivity devices, although I'm not sure this would be consistent with focusing on their primary customer : businesses...>> I wouldn't rule out a smaller, strategic acquisition -- of a firm like a Network Appliance. Yet, DELL prefers to partner. The virtual integration model will serve DELL well as they could roll out expanded Telecom / ISP services to current and future customers. Don't ignore this possibility. DELL is a marketing machine and will leverage its strengths, build smart partnerships and offer additional value to customers. If DELL does something like this, they'll execute well. IMO, it could be a VERY big growth initiative. Best Regards, Scott