SI
SI
discoversearch

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. -- Ignore unavailable to you. Want to Upgrade?


To: John Hauser who wrote (151846)1/24/2000 12:20:00 PM
From: Ian@SI  Respond to of 176387
 
Dell and H-P Soar While Compaq and IBM Stumble
U.S. fourth-quarter PC shipments, in millions of units

--- Units --- -- Market Share --
Vendor 1999 1998 % Change 1999 1998
Dell 2.11 1.38 +53% 16.8% 12.8%
Compaq 2.02 1.95 +4 16.1 18.1
Hewlett-Packard 1.28 0.78 +64 10.2 7.3
Gateway 1.16 0.98 +18 9.2 9.1
IBM 0.69 0.98 -29 5.5 9.1

Source: International Data Corp.



To: John Hauser who wrote (151846)1/24/2000 12:21:00 PM
From: edamo  Read Replies (3) | Respond to of 176387
 
john...re: dell price action...

sort of like...."all the kings horses and all the kings men....."

made the run to 45, faltered....probably will try again, no decisive volume at that point and it wallows...

guess most are satisfied with the silence of mikey.....not the job of management or ceo to give shareholder value, other then with a great balance sheet.......used to work that way....times they are a changing....

all the cheerleading, and idc number crunching, doesn't seem to impress the reality of the market valuation.....dell is the only boxmaker that refuses to "reinvent" themselves....

a bit odd at the lack of corporate pr releases this year......maybe a sequel to "direct from dell" will get "mikey" out of hiding.....