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Technology Stocks : Dell Technologies Inc.
DELL 127.48+4.0%3:31 PM EST
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To: Boplicity who wrote (26996)1/6/1998 7:30:00 PM
From: Meathead  Read Replies (2) of 176387
 
Ah yes... the small players will continue to bow out
of the PC business one by one. Considering that Compaq,
IBM, Dell and HP combined own less than 35% of the entire
PC universe, I'd say there's tremendous upside potential
would'nt you?

My assumption would be that with ASP's falling as they are,
the tier2 and 3 companies who can't supply the increased
volume or companies like Unisys where it isn't their core
business, will be forced out quicker.

If Intel and Microsoft can control 85% of their respective
markets, it's feasable to think that 4 or 5 PC suppliers
could own 85% of their market within say... 4 years.

MEATHEAD
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