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Technology Stocks : Dell Technologies Inc.
DELL 133.35+0.1%Nov 28 9:30 AM EST

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To: Lee who wrote (46891)6/9/1998 12:57:00 PM
From: jbn3  Read Replies (1) of 176387
 
Lee,

Looks like serious consolidation going on in the industry. CPQ has 17% of the market; we know that DELL is growing about 50% or more per year in about ~10-15% growth market. Am guessing that the smaller companies are losing.

DELL should do very well in portables, too. Here one is talking a very high percentage of business customers (DELL's market) who require the most reliable instruments possible. Wouldn't be surprised to see DELL's Year over Year figures be quite impressive! Rumors are >100% in all markets. Wouldn't that be wild!

regards, 3.
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