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Technology Stocks : Dell Technologies Inc.

DELL 119.89

-2.3%

3:46 PM EST

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To: Mohan Marette who wrote (74510)	10/26/1998 10:51:00 AM
From: rudedog	Read Replies (1) of 176387

Mohan - also look at Message 6162492 for some thoughts on this from the CPQ thread. So my adjusted rate for WW growth for CPQ is 35% in the desktop space. With Dell growing at nearly twice that rate, it won't be long before Dell has the top US desktop spot, and if they continue to show improvement in the European market, they will pressure CPQ desktop share there as well. IBM and HP are getting left in the dust. This report clearly shows that the PC industry is very healthy, and that at least in the desktop space there will soon be only 2 players of significance.

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