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

To: kaka who wrote (170260)	7/19/2002 8:34:35 PM
From: kemble s. matter	Respond to of 176387

Gary, Hi!! RE: Meanwhile, Dell is growing while HP continues to contract. Dell grew shipments by 15.5 percent, compared with the same quarter a year ago, while HP's shipments declined by 16.2 percent, according to IDC. Both HP and Compaq have been losing market share, but the declines accelerated in this quarter. For quite some time now it's been all against DELL...The others can't stop thinking of how to stop DELL...DELL is concerned with more and more efficiency and cutting costs within a model that has been designed solely for this purpose...How interesting that the loss of market share is accelerating... :o) The relationships are spreading and with the economic swoon DELL is being advertised for free by all IT managers... See where SUNW is cheaper than a car wash...Anyone giving Michael credit for this three year old prediction? Naaah, gotta keep thinking negative only... Best, Kemble