PC Sector Round Table Message Board

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Technology Stocks : PC Sector Round Table

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To: Yogi - Paul who wrote (380)	5/20/1998 11:19:00 AM
From: Mark Oliver	Read Replies (2) of 2025

Yes, Dell has now moved into #2 passing IBM. CNBC said something about their being more profitable than CPQ, HWP and someone else combined, but don't quote me. Dell said they've now got 7% market share. Looks like there's still room to go. Maybe they should buy HP. Still thinking the biggest area for growth is selling over the net outside the USA. There are just huge premiums on computers in Australia. I'm sure this is true in many countries. Funny thing is if you look at international sites, there are different prices for the same computers. Some how, this gap has to close. It closed here in the USA and look at the result. Disintermediation. Regards, Mark

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