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


To: Chuzzlewit who wrote (30477)2/19/1998 4:26:00 PM
From: D.J.Smyth  Respond to of 176387
 
according to Neff, Dell has a 3% market share of the market in the world (outside the US and England) which gives Dell ample opportunity for growth. check out where Dell is putting new offices around the world.



To: Chuzzlewit who wrote (30477)2/20/1998 8:32:00 PM
From: Ian Davidson  Respond to of 176387
 
Hi Paul

I watched Joe Kernan hammer him about being short the boxmakers and INTC in the last few years. I hope you caught it too. Bill was doing some squirming and stuttering. It was quite funny.

And then he questioned the guy from that hot growth fund (Stein Roe I think) on why he owned INTC. Bill was suggesting that INTC was going to lose market share because of the sub $1000 boxes, and the guy did a terrific job of setting him straight. This manager also had words of GLOWING praise for DELL. Bill didn't fight that one.

Ian