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December 10, 2004

Industry reaction to the IBM deal

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Posted by Dominic Basulto

InternetNews.com has a wrap-up of industry opinion and speculation about IBM's decision to sell its PC division to Lenovo for $1.75 billion. Dell and HP, as might be expected, are trying to sow "fear, uncertainty and doubt" about the IBM-Lenovo deal. Many industry analysts, though, appear to view the deal in a positive light and as a potential market opportunity for IBM.

To see more on why "the Lenovo deal is more about IBM positioning itself for potentially huge future opportunities than it is about exiting a tough and tightening market," see this piece that I authored for Tech Central Station (IBM now stands for Increasingly Bigger Margins).

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