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 125.88

-1.6%

Dec 31 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: jim kelley who wrote (128011)	5/24/1999 10:36:00 AM
From: rudedog	Read Replies (1) of 176387

Jim - As I said in my post, my predictions were at least as inaccurate as yours regarding CPQ. I do think that looking at CPQ's PC market share misses the point - they are playing defensively in that space (as are IBM and HP). CPQ will have a more aggressive defense but defensive none the less. This will continue to provide an opportunity for DELL, but most observers already expect DELL to take the #1 position in US desktops sometime this year. The real question is what does that mean? If DELL can not beef up enterprise sales more quickly, then they will need to do something else to maintain growth and profitability. PCs will just not get DELL where it needs to go.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next