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


To: Eggolas Moria who wrote (111657)3/24/1999 2:39:00 PM
From: BGR  Read Replies (1) | Respond to of 176387
 
Gary,

As for DELL's market share targets, I have personally always interpreted that as revenue share and not unit share. MD may have meant unit share, I just do not know. But, for me, revenue share (which drives earnings) is more important that unit share (witness SUNW). I am not very familiar with the DEC situation and would appreciate it very much if you can kindly elaborate.

As for IBM, as I have said earlier, I am assuming a wait-and-see approach.

-BGR.