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

To: The Phoenix who wrote (65152)	9/11/1998 5:56:00 PM
From: D.J.Smyth	Respond to of 176387

i'll see if they're on the net. recalling numbers from reports at the office. bottom line is that the law of large numbers applies to firms whose market share remains static in rather predictable industry. GM, is an example. Since GM owned 35% of the market share, each new increment of market share became that much more difficult. Dell, conversely owns a very small part of the enterprise market share, wasn't even quantifiable as a percent at the start of this year, yet because of their aggressive sales, R&D and service they're moving very rapidly ahead of their competitors in terms of growth. their server display at comdex should help show where they're heading. Dell's worldwide share of the laptop market in specific markets outside the Americas continues to be small, so they have significant room for market share penetration there. they have significant room for market penetration for peripherals; (even though the gross on the peripherals is less, the revenue from this source could be significant). Dell's market share penetration for box sales in Europe and Latin America, both rapidly expanding markets is still small; penetration there. China is another. Service revenue has rarely been discussed. Dell is just entering into agreements for servicing the enterprise market. More likely than not Dell will not be known as a lower end enterprise segment provider in two years, but provide, as does IBM, a wider range of functions, all revenue productive. Software - will Dell move more into software production?