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

To: hdl who wrote (74429)10/25/1998 4:29:00 PM
From: Vol  Read Replies (2) | Respond to of 176387
 
Are there any other companies that compare to Dell?

Dell is part of my core stock holdings, as I'm sure it is for just about everyone. I won't have to ask for any Amen's when I state that this is prob the best company in the world considering the continued growth potential, business model, and management/leadership. My question is - are there any other companies that compare to Dell? Cisco, AOL, Lucent, Microsoft come to mind. I would say Intel as they are certainly dominant, but growth potential and margins are a potential problem. Only Cisco and AOL has near the growth potential of Dell IMO. Any other companies that I'm leaving out?

Vol



To: hdl who wrote (74429)10/25/1998 6:18:00 PM
From: rudedog  Respond to of 176387
 
I expect that volumes and ASPs will grow. ASPs in the volume desktop market will fall, but units will grow, especially for Dell. This will be driven by replacement of HW which is not past its useful life but is too expensive to maintain given the newer paradigm. Unit volume in the server space will continue on its current path for a while, which will hold overall ASPs up... JMHO of course.

I expect TCO to go way down over the next few years for desktop systems.


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