Dell Technologies Inc. Message Board

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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: kemble s. matter who wrote (168913)	2/27/2002 11:27:06 PM
From: puborectalis	Read Replies (2) of 176387

Dell (DELL) has the largest share of the PC market and price squeezing appears to be their current primary competitive strategy. And given that the PC, at least as we have known it for the last ten years or so, is rapidly becoming a commodity, Dell appears to be in the best position to survive the extended period of industry consolidation that is currently underway. It’s too early to declare victory yet, particularly with the merger between Hewlett Packard (HWP) and Compaq (CPQ) still undecided and Gateway (GTW), although under pressure, continuing to fight. But of all the firms in the PC industry, Dell appears the most certain to not only survive, but to grow significantly over the coming years.

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