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Technology Stocks : Dell Technologies Inc.
DELL 127.54+4.1%2:43 PM EST

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To: Mohan Marette who wrote (116746)4/12/1999 4:28:00 PM
From: stockman_scott  Read Replies (1) of 176387
 
<<The changes at Compaq have coincided with ever-stiffer competition from Dell Computer, whose business is based around selling directly to customers. Compaq has historically relied on the traditional network of computer resellers, called the "channel."

In one telling statistic, Compaq's market share in large U.S. companies slipped from 30.2 percent in the fourth quarter of 1998 to 21.5 percent in the first quarter of 1999, according to Matt Sargent of ZD Market Intelligence.

Dell, meanwhile, continued gaining among firms with more than 500 employees, increasing from 29.3 percent to 30.9 percent over the same period. >>

Mohan: You have to love the timing of DELL's increased competition and CPQ's downfall....Hmmmmm...maybe a sign of things to come..

Best Regards,

Scott
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