Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: rudedog who wrote (74501)	10/26/1998 8:37:00 AM
From: Mohan Marette	Read Replies (5) \| Respond to of 176387

TOP 5 Vendors,U.S. Pc Shipments,Q3 -Table format. Rude: Well you know the less market share Dell has the more the potential for DELL grow in the future,see you and I look at things differently.<g> Market share- 19% for DELL? Well no one vendor has 19% market share here in the U.S from what I can tell by looking at the table below ,I don't know who claimed Dell had 19% market share in the U.S,he/she was obviously very wrong. Observation. The recent data for Q3 reveals a few things. 1)The PC market is consolidating,lead by the top 5 brands as predicted by M.D and many others 2)White box makers are losing market share to top dogs. 3)The doom and gloom merchants were wrong as usual. REF:Internet and Europe: Our pals in Europe are a bit slow catching up with the U.S,for one thing the cost of an internet connection is much higher there than here but things are changing as we speak in many countries.They also lags behind in E-Commerce but growth is supposed to explode in the years ahead according many reports published on the subject many of which were posted here on the thread. Table 1 Top 5 Vendors, U.S. PC Shipments, Third Quarter 1998 (Preliminary) (Thousands of Units) Q3 1998 Vendor Q3 1998 Market Q3 1997 Market Growth Rank Shipments Share Shipments Share 1998/97 1 Compaq 1,501 15.8% 1,639 19.6% -8% 2 Dell 1,340 14.1% 812 9.7% 65% 3 IBM 869 9.1% 650 7.8% 34% 4 Hewlett-Packard 796 8.4% 629 7.5% 27% 5 Gateway 781 8.2% 544 6.5% 44% Others 4,235 44.5% 4,104 49.0% 3% All Vendors 9,522 100.0% 8,378 100.0% 14% NOTE(A): Vendor shipments are branded shipments and exclude OEM Source: IDC/Fox News.

To: rudedog who wrote (74501)	10/26/1998 10:36:00 AM
From: JRI	Read Replies (2) \| Respond to of 176387

Rude- A couple comments: Concerning Dell and Europe- I havent looked at the historical numbers to know if your premise is true (that Dell is not gaining market share as fast in Europe as the U.S.)...but if you are right, my guess would be that (the cause is that) Europeans are generally more conservative in their purchasing patterns, less switch-back takes place..Relationships are harder to dislodge.......HP and IBM have had a huge presence (and good reputation) for quite a while in Europe....it simply takes longer to get a customer to switch out of an existing relationship, even if there are better alternatives.. Also, the existence of national champions....and the preference towards low-priced machines (Germany) may play a role... Just my guess.