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Technology Stocks : Dell Technologies Inc.
DELL 125.88-1.6%Dec 31 3:59 PM EST

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To: rudedog who wrote (165451)5/19/2001 12:14:29 AM
From: jim kelley  Read Replies (2) of 176387
 
I think the strategy is to gobble up market share, weaken the competition and drive some of them out of the business. Then when the industry growth resumes they will have an even greater cost and competitive market share advantage over the remaining companies. DELL is saying that the return to normal growth cycles will occur in the second quarter of 2002. At this point DELL profits and revenues should really increase rapidly.

This sounds like a very good strategy given that they can execute it profitably and any countermeasures by their competition are likely to greater self inflicted losses.
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