Dell is taking market ordsprog

Dell is taking market share in a more challenging environment. There a lot of question marks on how strong the recovery is but Dell continues to execute.

Dell is suing me for ?100,000 in damages to Dell America, ?50,000 to Dell France and ordering me to pay each Dell Company ?40,000 and ?500 for every presence of the word Dell on my site.

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Dell Computer ( DELL : Research , Estimates ) is battered down here, revenue growth put into question as the whole technology group has been put into question but I think, you know, going forward that Dell will be a winner here and I think it should be bought at these levels.

It's all market share gains for Dell. You will not see Dell hint at industry growth.

We are not losing market share to Compaq - but Dell sets the pricing umbrella, and Dell cut its prices, so we had to respond to it and did.

Dell has stated that a focus for them has been to gain share in Europe vs. HP, particularly in servers. We believe that Dell is indeed making progress to close the gap and Dell's declining tax rate implies improving operational profitability in the region.

Dell has stated that a focus for them has been to gain share in Europe vs. HP, particularly in servers, ... We believe that Dell is indeed making progress to close the gap and Dell's declining tax rate implies improving operational profitability in the region.

Dell was able to gain PC share while sustaining moderate ASP (average selling prices) declines and benefiting from component cost declines. The PC market unit growth was 15% during calendar Q4 and Dell gained share.

Toni Sacconaghi

Dell is more the exception to the rule than the rule for what we're gonna see from other technology companies. This is Dell picking up market share in a no-growth market.

Walter Winnitzki

We'll probably trend a little bit lower [in the next couple of weeks]. A lot of the gains have been on positive comments made by companies like Dell and IBM, but I think a lot of this reflects market-share shifts rather than a recovery in the overall market.

Not only is Dell growing and taking share but Dell is growing in the right places -- notebooks, servers and storage, which have higher prices and higher margins.

During the first half of fiscal 1998, demand remained solid. The top companies have been consolidating their market shares during this period, and Dell has emerged from this environment as a leader in market share growth.

The question is: Is Dell dropping the ball or are analysts' expectations rising? I think it's more of the latter. It's almost expected that Dell will do the unexpected.

Gateway, nobody cares. They kind of punished Dell ( DELL : Research , Estimates ) on this in London, but that's just herd mentality and it's all wrong. I expect Dell to recover.

Dell is outperforming us. We're doing better than Compaq, but we're hanging in there. We're trying to make sure in this business we're not losing a lot of money. It's not hurting us economically, it's not impacting our earnings per share, but we're not doing what Dell is doing in the industry.

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