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Technology Stocks : Dell Technologies Inc.
DELL 129.25+0.6%3:59 PM EST

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To: John Koligman who wrote (175099)8/11/2005 4:53:08 PM
From: kaka  Read Replies (1) of 176387
 
John,

All in all, I think many other companies would die for Dell's growth.

BUT.....
I think a new invigorated HP is hurting the Dell consumer biz. Except for the HP or Dell logo, its very difficult now to distinguish between Dell/HP TV radio or magazine ads. Dell made a commodity of the business; HP may finally be successfully emulating Dell to the point where the only thing that stands out is the price.

cheers
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