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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: D.J.Smyth who wrote (156788)	5/5/2000 4:44:00 PM
From: rudedog	Read Replies (1) of 176387

Darrell - I think you missed GV's point. Retail consumer sales (which include zero of DELL business) are growing at over 40% per year, and represent a pretty decent chunk of the business - over 6 million units last quarter, about 23% of the market. That puts the commercial unit growth at between 10% and 11%, not 18%. HPs growth was almost completely in the consumer market, where CPQ also had 35% growth. DELL has almost no business in that market. I believe DELL will make their numbers, but the commercial growth trend is not as rosy as the one you paint. They are swimming upstream in a 10% growth market not a 20% one.

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