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Technology Stocks : Dell Technologies Inc.
DELL 133.20+5.7%Nov 26 3:59 PM EST
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To: D.J.Smyth who wrote (156789)5/5/2000 2:03:00 PM
From: GVTucker  Read Replies (1) of 176387
 
The only reason that you would throw out IBM's data is if a) you're analyzing IBM relative to the rest of the industry (and we're not in this discussion) or b) if you think that people who would otherwise buy IBM PC's did not buy a PC in the most recent period. I do not think b) is true either; I think that IBM's market share loss resulted in an increase in the market share of others, not an exit of buyers from the industry. Thus, I think that when you look at either DELL's share of the overall industry, or the corporate share of the overall industry, it is a mistake to throw out the IBM data.

Regarding Niles, note that even though he is very accurate when it comes to earnings and revenue predictions, he is very poor when it comes to stock picking.

Thanks for giving me your logic.
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