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

To: TigerPaw who wrote (68909)	10/2/1998 10:00:00 PM
From: Eddie Kim	Read Replies (2) \| Respond to of 176387

Dell continues to grow, yet so does Compaq. Percentage growth can be deceiving. Take a look at absolute number of machines sold for the past several years. I don't have them at hand, but I think you see the absolute difference of PCs shipped compared to the previous quarter by Compaq was greater or at least even to Dell excluding Q1 and Q2 of this year of course. What does this tell you: Simply, Dell is growing, but not at Compaq's expense.

To: TigerPaw who wrote (68909)	10/3/1998 8:42:00 AM
From: rudedog	Respond to of 176387

TP - Dell marches on gaining share from Compaq Dell marches on gaining share, but not much of it from Compaq except in commercial desktops. Dell has a great sales model in that space, great execution, a very workable service model, and manufacturing which matches customer needs. There is a good chance that Dell will overtake CPQ in the commercial desktop space. But they are not even in the game in the consumer space (by choice). They are way out of the park on enterprise components, and although they will do well there, they are very unlikely to catch any of the big 3 (for reasons I have covered in detail here). Dell will reach the top through persistant and predictable gains I agree that Dell will deliver persistent and predictable gains but I believe it is unrealistic to expect them to be the 'top computer company'. It also would probably not be good for Dell investors if they attempt to achieve that goal since it would require a complete change in their business model, about like the one needed by the 'big 3' to compete with Dell effectively in the desktop space (which I think is equally unlikely).