Dell Technologies Inc. Message Board

STOCKTALK

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 133.20

+5.7%

Nov 26 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: freeus who wrote (74491)	10/27/1998 12:46:00 AM
From: rudedog	Read Replies (2) of 176387

freeus - IBM also stuffed the channel at the end of '97, so they were also selling out of the channel in 1Q and 2Q 98. This gave Dell a higher apparent share than they really had. The sales and unit growth were real, but the share gains were overstated. Dell did not really beat IBM in 2Q. But given the continued unit growth Dell will probably get #2 WW in 4Q, and has a shot at #1 in the US in 4Q. They earned #2 US fair and square in 3Q. It seems like the analysts have finally figured out what happened, since IDC and Dataquest actually explained the problem in this quarter's analysis. If so then it shouldn't hurt Dell's price. It's the trend that matters anyway. As long as people understand what you saw intuitively - Dell has been gaining units faster than anyone else, they couldn't actually have lost share - then Dell should be unaffected.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next