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Technology Stocks : Dell Technologies Inc.
DELL 135.98+3.0%3:59 PM EST
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To: jim kelley who wrote (145759)10/25/1999 1:07:00 PM
From: rudedog  Read Replies (1) of 176387
 
Jim -
I'm sure that DELL will eventually get traction in those other markets. This can easily be a "glass half full" story - one could argue that since DELL still has the "underdog" position in about 1/3 of the market where their primary competition exists, they can more easily generate large growth there, as they have done in NA.

Still, I would be happier if the distribution was leveling out vs. the competition, rather than getting more skewed to DELL's existing strong markets.
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