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

To: Lee who wrote (47075)	6/10/1998 3:31:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176388

Lee - You have correctly identified Dell's strongest market - North America desktop sales to large corporations. Looking at all PC shipments, Dell is #4 on most surveys. On servers, Dell is doing very well in the US as you point out, so you might also look at world wide units where they are not yet so strong. But past history is no guarantee of future performance - if you understand my post you will see that I would expect Dell to achieve #2 status across the board in the next 2 to 3 years on both units and revenue. I would expect CPQ to remain #1.