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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Elwood P. Dowd who wrote (67089)	8/28/1999 11:30:00 PM
From: Captain Jack	Respond to of 97611

Bull Mkt Review--- $$$$$ MICHAEL DELL SEES NO END TO STRONG GROWTH At the Dell DirectConnect conference for major customers, Dell said there was no reason to believe that the pace of sales growth - more than 40 percent the past two quarters - would slow even as their share of the market gets bigger and bigger. Michael Dell told reporters that Dell would continue to "grow at multiples to the market' and that strong growth was sustainable until the company had a much larger piece of the global personal computer pie. "We have just 10 percent of the global market,' he said. 'I don't think this will be an issue for us until we get to 25 percent.' COMMENT: Compaq is still leading in the US with 17%; Dell was just behind with 16.4 percent of the U.S. marketplace, but trailed Compaq worldwide by a margin of 14 percent to 10 percent. But how things have changed in a year. Next year at this time? Dell is #1 - you heard it here first!