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

To: Acid who wrote (68907)	10/2/1998 9:51:00 PM
From: TigerPaw	Read Replies (2) \| Respond to of 176387

IDC Dell marches on gaining share from Compaq. There is no need to try to overstate the results nor to diminish them. The time is not far off when Compaq will be looking to catchup with Dell, but it would not be good for Dell to rush the moment. Dell is growing steadily at a pace that is sustainable, as each new rise requires either more factory space or improved methods of production. A giant push could make Dell number one quickly, but would cause tremendous strain in the organization to maintain the level. Dell will reach the top through persistant and predictable gains. TP

To: Acid who wrote (68907)	10/2/1998 10:16:00 PM
From: Mohan Marette	Respond to of 176387

Acid:At the same token CPQ is also known to double dip when it comes to counting their sales so they are not all that forthcoming with their numbers either.I think Jim Kelly knows more about this than I, anyway I am not worried about CPQ,IBM or HP as I have no vested interest in them. I am more interested in knowing what DELL is doing than what the competition is doing but I don't mind taking a stab at them now and then when it is deemed appropriate and justified.