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

To: DoggieDude who wrote (57211)	8/9/1998 10:37:00 AM
From: jbn3	Read Replies (1) \| Respond to of 176387

DoggieDude, re your Since Dell has 90% of sales coming from business & government it seams apparent to me that the biggest growth for the coming year is going to be from the home user market. This can be exemplified by Dell's recent push for the Back To School market. Just a note: remember that "90% of sales coming from business and government" (and education) does NOT mean that DELL has 90% of those markets. There is still room for growth there as well. And DELLs moves in Europe, followed by Asia and South America should provide some fertile fields for growth into the foreseeable future. regards, 3

To: DoggieDude who wrote (57211)	8/9/1998 2:33:00 PM
From: PoorRich	Respond to of 176387

Dell market share: From 9.1% in Q2 97 to 14.3% Q2 98 PC Week, 3 August, Volume 15, Number 31, page 31 Article title: "Compaq Feels the Texas Heat" Based on research from International Data Corp, Lisa Dicarlo writes that Compaq had sold 1.15 PCs for 14.4% of the market in Q2 98 versus 14.3% in Q2 97. Dell, however, shipped 1.14 million PCs for 14.3% of the market, which was increase up 9.1% in Q2 97. Consequently, Compaq increased market share by .1% compared with Dell's increase of 5.2%. During last week's correction, I'm delighted I was able to buy all the shares of Dell (along with AOL and CSCO) I could afford. If I were speculative, I'd load up even more on margin. Poor (but fully invested) Rich