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: yard_man who wrote (103323)	2/20/1999 1:27:00 PM
From: BGR	Read Replies (1) of 176387

tippet, DELL is doing extraordinarily well by all measures (margin, ROIC and diluted EPS growth) on the profit front, but stumbled in the revenue front. As for whether or not DELL is grabbing revenue share, you have already acknowledged that DELL is indeed grabbing market share in units. Now, DELL's ASPs has been firmer than it's competitors. Hence, DELL must be gaining revenue share as well. Now to note a few valid concerns that you have raised: Is the entire PC market growing in terms of revenue, I am not sure any more. I am also worried about DELL's foray in the sub1K market which may help revenue but hit margin. -BGR.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next