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

To: SecularBull who wrote (167870)	11/16/2001 10:25:27 AM
From: kemble s. matter	Respond to of 176387

SB, Hi!! RE: Can many people claim that one stock has brought so much goodness? Well, we could discuss that for hours... :o) What I'd love to know is if there is anyone else out there in this economic environment that is close to these results... Realistically the PC/hardware segment has supposedly been devastated during this period...Yep, the airlines, oil, financials, etc...likewise crushed...But, let's face it...There is a reason why the DELL sales reps are drooling over the turnaround...Once again the DELL model proves that when the final round bell sounds there will be no one left standing... "computer system customers worldwide chose DELL at record levels in the period, resulting in 20% growth in combined shipments of servers, storage products and workstations. A superior cost structure allowed the company to simultaneously gain three points of overall global market share and increase gross and operating margins. Dell was the only top 10 computer company to increase total product shipments in the quarter. Analysts said the company gained four points of global server share; seven in the US. Shipments of DELL notebook computers were up 18 percent, and the company led that worldwide category for the second straight quarter." Of course the "brillant" folks at CNBC last night put RED ARROWS next to all the increases that DELL had in the quarter as the announcers proclaimed the results... :o( Must still have the color logged in for the results of the others... THREE percentage points WW...The others combined didn't gain that in the past 8 years!!!! Prior to Michael's "boomer sooner land grab" DELL had gained 23 points and the others combined had gained .3% over an 8 year period...The rate of increase here is unheard of in the corporate world...And, IMO it's only just begun...DELL relationships loss ratio is nothing compared to the others...Would love to be a sales rep waiting for these upgrades... Best, Kemble