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

To: Mohan Marette who wrote (74510)	10/26/1998 8:51:00 AM
From: MichaelW	Respond to of 176387

Re: The doom and gloom merchants were wrong as usual. Good morning fellow DellHeads. How come I felt as if CNBS tried to go the negative root this morning. One of the merchants implied there would be some negative earnings and wether the latest rally will hold within the current economic crisis. He's a real SOB. Weren't they saying last week they saw signs of a recovery? MW

To: Mohan Marette who wrote (74510)	10/26/1998 8:56:00 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 176387

Mohan, Hello. Still long Dell I see. Jim

To: Mohan Marette who wrote (74510)	10/26/1998 9:28:00 AM
From: D.J.Smyth	Respond to of 176387

mohan <<the less market share Dell has the more the potential for DELL grow in the future>> i didn't think it was possible for Dell to attain a 20% market share in the US prior to viewing this data, but given the transfer of accounts from IBM and HP to Dell, it's clearly within the realm of reasonable possibility by the end of the year 2000. the data also reveals that Compaq is showing signs of weakness in be able to retain their number one world-wide ranking over time

To: Mohan Marette who wrote (74510)	10/26/1998 10:00:00 AM
From: rudedog	Respond to of 176387

Mohan - look at 2Q98 US desktop market share numbers to see what I was talking about... 2Q numbers were skewed, 3Q are more accurate. Also see the disclaimer in the report about 'earlier quarter numbers' being skewed because of channel sales not being counted. Hopefully, with this stronger language, the analysts will finally get the point. This takes nothing away from Dell's strong performance. No one should think that Dell's US desktop market share decreased 5% between 2Q and 3Q as a 'straight' reading of the data would indicate.

To: Mohan Marette who wrote (74510)	10/26/1998 10:51:00 AM
From: rudedog	Read Replies (1) \| Respond to of 176387

Mohan - also look at Message 6162492 for some thoughts on this from the CPQ thread. So my adjusted rate for WW growth for CPQ is 35% in the desktop space. With Dell growing at nearly twice that rate, it won't be long before Dell has the top US desktop spot, and if they continue to show improvement in the European market, they will pressure CPQ desktop share there as well. IBM and HP are getting left in the dust. This report clearly shows that the PC industry is very healthy, and that at least in the desktop space there will soon be only 2 players of significance.