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

To: rudedog who wrote (42669)	5/18/1998 11:56:00 AM
From: Jim Patterson	Respond to of 176387

RE: BTW CPQ also outgrew the market in units. It does not look like any of these companies lost share (unit growth) to each other overall. Dell may have taken units from the others in the higher end since that's where Dell is positioning themselves, but I have not seen real data to say one way or the other. If true this could explain why Dell has managed to maintain revenue growth close to unit growth while CPQ and HWP have seen good unit growth but poor revenue performance CPQ and HWP's reveune growth is slower than unit growth, not because they are selling $1000 machine. Revenue growth is slower because they are selling $1500 machines instead of $2500 machines. The $1500 machine today can do what the $2500 machine did yesterday. DELL will have to face this change in the PC industry sooner or later. JIm