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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Alohal who wrote (145839)	10/26/1999 6:56:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 176387

So that's 2 in a row having difficulty: IBM and CPQ. Meanwhile Dell keeps telling all who will listen that they're taking share and expect to reach 25% soon... Now would any person with more than 1/2 a wit want to be short Dell? I think not. Ian.

To: Alohal who wrote (145839)	10/26/1999 11:00:00 PM
From: rudedog	Read Replies (2) \| Respond to of 176387

Alohal - Looks very much like DELL was the big winner - IBM weak, HP weak, CPQ quite weak in commercial desktops. GTW not a big commercial presence. That pretty much leaves - DELL!! Capellas said in the CC that he does not intend to sacrifice profitability for market share (read no more loss leaders to land business). The biggest hit in CPQ's commercial PC revenues appears to have been an additional squeeze in channel inventory. But combined with the IDC numbers, no matter how you cut it, this has got to be seen as good news for DELL.