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Technology Stocks : Dell Technologies Inc.
DELL 138.98+4.0%3:59 PM EST
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To: D.J.Smyth who wrote (163183)12/12/2000 5:30:16 PM
From: D.J.Smyth  Read Replies (1) of 176387
 
Rollins stated that it was apparent to them that Dell has continued to take market share...both consumer and business space

if Dell's market share is increasing, in a down market, Dell still makes their numbers if costs are controlled. at least Dell doesn't suffer from inventory write-downs

in this market it is difficult to ascertain the full benefit of Rollins statement, however. the market appeared to like his statement for two days. looks now though like CPQ wanted to put a kibosh on any long term good feelings though.

so, Dataquest's statements regarding HP and Dell being the main beneficiaries of a market shift are happening.

if you take IDC's data and statements about 500,000 fewer units, the spread for the fewer units appear to be hitting all firms, but some a lot more than others.
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