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

To: kemble s. matter who wrote (154723)3/8/2000 2:46:00 PM
From: D.J.Smyth  Read Replies (2) | Respond to of 176387
 
is it possible, with Dell's model, that they will be able to capture close to 50% market share?

when other models don't execute, the one left standing is Dell. i realize these ideas have been hacked to death on this thread; but clearly, the possibility remains that Dell could capture close to 50% even while prices remain stable. stable pricing would result from two areas (a) lack of competition for key components, and (b) "planned" shortages of key components.

Review Dell's market presence in the United Kingdom for an example.



To: kemble s. matter who wrote (154723)3/8/2000 7:02:00 PM
From: PeterR1700  Read Replies (2) | Respond to of 176387
 
Kemble -like you, I'm a long term shareholder. (OT - is Mohan still around?)

Over the last year, Dell has quieted down - relatively speaking. Couldn't keep the pace that it did in the past.

Still part of my core holdings but wondering what kind of appreciation we might expect year over year?

ANy guesses? (And is there any rumor how Mr. D might expand beyond servers/boxes or is ruling the world enough?)

Thanks in advance.
Peter


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