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Technology Stocks : Dell Technologies Inc.
DELL 119.48+0.8%2:02 PM EST

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To: Almost Blue who wrote (42577)5/16/1998 12:58:00 PM
From: JRI  Read Replies (1) of 176387
 
Actually, it's up to 7.3! (So, only 92.7 % left!)..
BTW- I remain so amazed at this statistic! So much opportunity left in PC's alone.....

For the record: An important point, I think, is That PC market continues to consolidate in a big way..........About 45% of PC sales are made by the "little guys" who are losing marketshare every quarter to the bigger players CPQ, Dell, HP.....this group with 45% marketshare provides a continued great growth opportunity for Dell in the coming quarters...(Not even discussing Dell taking marketshare from other big rivals). ...These smaller players are either struggling (don't have the economies of scale to compete) or going out of the PC business (Dutch firm-Tulip, Siemens)....Combined with the 15-20% world PC growth rates over the next couple yrs., Dell is in great shape concerning unit growth in the coming quarters, IMO....ASP remains a challenge, but with Dell's continued success in low and mid-range servers, workstations, and notebooks,all of which should be becoming a greater share of revenue, net profits (on a % basis vis-a-vis PC's) based on current growth rates, ASP should be in good shape/holding up pretty well............

Just wanted to add a couple facts....Tnxs.
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