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Technology Stocks : Dell Technologies Inc.

DELL 114.44

-3.4%

Jan 30 9:30 AM EST

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To: Dalin who wrote (74121)	10/23/1998 12:00:00 PM
From: Rif Kamil, M.D	Read Replies (1) of 176388

Consolidation in the PC Industry has been a long-forcast evolution. People have always assumed that the top 4 or 5 companies would take over the lion's share of the market. Witness the dismal attempts by Toshiba/Sony to enter the PC (non notebook) market. Also witness the decimation of market share for Acer, packard-bell/NEC etc. Large corporations need viable companies to buy and service their servers, PC's etc. It would be truly remarkable if IBM exits the box-making industry. It, of course, would aid DELL immensely and underscores how efficient and successful DELL's approach has been. It also makes one wonder, however, if the long-term approach for DELL would also be to enter the service industry in a big way. Perhaps it would be a useful area for DELL to grow into when the PC market growth is no longer at 15-17% per year.

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