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

To: stock bull who wrote (45972)6/2/1998 2:13:00 PM
From: Naggrachi  Respond to of 176387
 
<<Al, do you have any idea what is meant by..."low penetration rates"...>>

I've heared MD on CNBC appearnces say that they only have 7% of the market and there is 93% to go.

Just my recollection, however, something close to this effect.

Zead



To: stock bull who wrote (45972)6/3/1998 7:59:00 AM
From: AL TOTH  Read Replies (2) | Respond to of 176387
 
<Goldman Sachs (the Big Boy) visited DELL CFO yesterday as reported to First Call.
Dell "remained optimistic on the outlook,citing low penetration rates,>> Al, do you have
any idea what is meant by..."low penetration rates"...

Good point--I was confused by that terminology too. My best guess is that its competitors are not penetrating its margins or market share
or ASPs or all of the above?
AL


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