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

To: stock bull who wrote (49713)7/2/1998 9:03:00 PM
From: Meathead  Read Replies (2) | Respond to of 176387
 
SB, this might help put things in perspective.

Latin America represents 5% of the total PC market. Q1,
Year over year Compaq has grown it's shipments into this
region by 17% while Dell has grown theirs by 60% and
they've managed to do this without a sub 1k consumer offering.

The bigger question would be "when" will Dell's growth
slow in the region by way of business segment saturation
where the price sensitive consumer base is needed to
support growth? This situation is easily monitored
qtr to qtr. Data suggests that there is lots of headroom
left before this situation occurs.

MEATHEAD



To: stock bull who wrote (49713)7/3/1998 12:44:00 AM
From: K. M. Strickler  Respond to of 176387
 
sb,

I agree with MEATHEAD!

Regards,

Ken



To: stock bull who wrote (49713)7/5/1998 1:17:00 PM
From: rudedog  Read Replies (1) | Respond to of 176387
 
SB - I think Dell has a great model to dominate in these markets. Their emphasis on providing a complete package including financing is very attractive in a market where the establishment does not provide equivalent services (i.e. lease and service operations). Looks like they are doing about 3 times the growth of their competition with nothing to stand in their way.


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