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Technology Stocks : Dell Technologies Inc.

DELL 140.41

+1.1%

3:59 PM EST

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To: JRI who wrote (92414)	1/29/1999 6:27:00 AM
From: Mohan Marette	of 176387

CPQ's market share-Slip slidin' away..>Growth,Torrid Vs Insipid (Dell vs CPQ) john: Relax you worry too much. (1)Dataquest estimates that Dell's torrid growth captured 7.9 percent of the world PC market in 1998, up from 5.5 percent in 1997. Compaq grew from 13.1 percent to 13.8 percent. (2)Meanwhile, Compaq's U.S. share slipped from 16.9 percent in 1997 to 16.1 percent last year, according to Dataquest. .."I think that what's most useful is to look at the growth of Dell over a period of time," Dell spokesman T.R. Reid said Thursday. "There's a continuing trend in customer preference for purchasing a computer system direct." Reid bypassed the opportunity to comment on Compaq's well-publicized problems with stagnating inventory early last year. His bigger concern was making sure his comments were not taken to shed any light on Dell's fourth quarter, which ends Saturday. Dell is observing the requisite "quiet period" until the results are reported Feb. 16. Schaub said that the Dell-Compaq battle is likely over time to take more share from other competitors such as IBM and Hewlett-Packard Co....

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