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

To: thames_sider who wrote (171207)	10/16/2002 9:31:36 AM
From: kemble s. matter	Respond to of 176387

Thames, Hi!! RE: This doesn't mean Dell is about to take over the world. As the companies jockey for position, HP retains advantages. For one thing, in a time when growth is faster outside the U.S., HP is much more global. Only 42% of its PC sales are in the U.S., vs. 64% for Dell, says Smulders. HP remains a much larger company, with other highly profitable products like printers (it has 50%-plus market share), so it could afford, at least for a while, to sacrifice PC margins in a price war. And HP is well established in areas Dell is only starting to penetrate, like storage, where HP's market share is about 40%. At HP they like to claim that Dell is overreaching, "like when Napoleon invaded Russia," as one executive puts it. Yes, I copied this before reading your last sentence... :o) Michael has made it very clear..."I LOOK FORWARD TO WAKING UP EACH MORNING AND WINNING MARKET SHARE FROM THE OTHERS.." Don't bet against him...DELL sees the percentage that's still available world wide...The opportunities and possibilities to own it all... "We could sell tires (and be profitable) if we wanted to"...As for the statement concerning HP's "margins"...WHY do you think Michael is drooling? :o) Best, Kemble