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

To: Boplicity who wrote (73353)	10/21/1998 12:25:00 AM
From: Patrick E.McDaniel	Read Replies (2) \| Respond to of 176387

Greg, Good news from IBM will add to Dell's climb tomorrow. Stronger sales of its Thinkpad portables and Aptiva home computers were a big part of IBM's profitable third quarter. Although IBM increased its market share in PC sales, officials said it's more important to focus on profit, not market share or revenue. "Dell's margins are better than the rest of traditional PC companies. That's obviously not been lost on us," one IBM executive said. Hause said that Dell has been running neck-in-neck with Compaq for market share of PCs in corporations, with both companies above 16 percent in the second quarter of 1998. Hewlett-Packard has occupied third place, with IBM close behind, at about 7 percent market share. Trying to move up won't be easy, particularly because of IBM's size. Third-quarter market share figures are scheduled for public release Monday. "It's not a simple migration to make," Hause said. "Making some of these changes means completely re-engineering much of your supply and distribution chains" and reworking manufacturing, deals with partners, and even sales salaries. news.com Pat