SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Dell Technologies Inc.
DELL 133.58+2.4%3:23 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: stock bull who wrote (49713)7/2/1998 9:03:00 PM
From: Meathead  Read Replies (2) of 176387
 
SB, this might help put things in perspective.

Latin America represents 5% of the total PC market. Q1,
Year over year Compaq has grown it's shipments into this
region by 17% while Dell has grown theirs by 60% and
they've managed to do this without a sub 1k consumer offering.

The bigger question would be "when" will Dell's growth
slow in the region by way of business segment saturation
where the price sensitive consumer base is needed to
support growth? This situation is easily monitored
qtr to qtr. Data suggests that there is lots of headroom
left before this situation occurs.

MEATHEAD
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext