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

To: Skeeter Bug who wrote (115622)	4/9/1999 3:56:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

No, we, or at least I was talking the gamut of PCs, which includes notebooks, workstations and servers. TTFN, CTC

To: Skeeter Bug who wrote (115622)	4/9/1999 4:09:00 PM
From: Alohal	Read Replies (2) \| Respond to of 176387

Skeeter, fascinating. Did you happen to notice that in each of these referenced sites Dell was described in very favorable terms as continuing perform well, showing 89% growth in market share. Also, Dell's market share at 4% would be an easy triple to 12% in the next 18-24 months. I surely do not mind have three slices of a pie that is either shrinking slightly or showing slowed growth, especially when we are talking about revenue growth and I have the most efficient operation in the sector and a reputation for executing with near perfection. With the huge slowdown in Asia and Latin America for the past 18 months, I would have been astounded if revenue growth had not slowed (fewer foreign sales, cheaper components from Asia and so on). I think where we might differ is that you see this slowed growth as permanent and I don't. Or perhaps it's just a matter of our time horizons, mine perhaps being somewhat longer than yours. I would be interested in your comments. TIA and aloha.

To: Skeeter Bug who wrote (115622)	4/9/1999 6:08:00 PM
From: Chuzzlewit	Read Replies (3) \| Respond to of 176387

Try reading the content of the article before you yell revisionism. Besides, the discussion was for the year, not the quarter, Although the PC server market underperformed in 1998 compared to previous years, the long term outlook remains favorable, as the Xeon processor will give an added boost to the overall market. IDC believes that other positive influences include increased sales of whitebox PC servers to small businesses and ISPs, consolidation among second-tier vendors, and a recovery to the Japanese market. In 1999, IDC expects an aggressive rebound to double digit growth in worldwide PC server factory revenue. CTC