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 125.97

-1.0%

Nov 25 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: paru who wrote (105350)	2/26/1999 1:13:00 PM
From: Mohan Marette	Read Replies (1) of 176387

DELL Vs Compaq -The Truth finally revealed by Fortune. Paru: That there was a nice write up you got there from Fortune,now people will know the truth about this whole business of sequential growth which is nothing but bull crap made up by the manipulating sobs of Wall Street. Excerpts from Fortune .....But a closer look at the numbers shows that the fourth-quarter shifts are nothing new. Compaq has gained share against Dell in the fourth quarter for three of the past four years. The recent gain is more a function of product mix and seasonal sales patterns than any change in the industry hierarchy, says Mike Kwatinetz of CS First Boston. These same numbers show Dell's year-over-year unit growth continued at a torrid 56% pace, while Compaq's much larger base grew only 17% worldwide in the fourth quarter. The bottom line: Both companies keep getting stronger. As they do, they seem to resent each other more. With Pfeiffer and Michael Dell each talking about "eating their [opponent's] lunch," this will surely remain a messy food fight.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next