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

To: kemble s. matter who wrote (27010)	1/6/1998 9:53:00 PM
From: Meathead	Read Replies (3) \| Respond to of 176387

re:I am beginning to wonder if this price reduction binge is not going to speed up the fall of some of the other corps....thus, increasing the market share more rapidly than anticipated Yes, falling prices should accelerate the exit of smaller players. Small guys cant achieve the volumes necessery to get pricing advantages or manufacturing efficiencies. The Unisys PC business was small and didn't rank in the top 20 vendors in terms of unit shipments. I still feel the numbers are on target and Dell will post revenues of 30B - 35B and own between 12% to 14% of the market in 2001. All they have to do is continue to execute. This would make Dell slightly bigger than Compaq is today. Alomst a lock considering that 3yrs ago Compaq was the size Dell is today. Also, considering Dell was a 500M company in 1991, this represents a decelleration in the growth rate from triple digits to a more sustainable 35% Y/Y. MEATHEAD