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Technology Stocks : Dell Technologies Inc.
DELL 133.180.0%12:59 PM EST
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To: D.J.Smyth who wrote (158870)7/26/2000 10:44:45 AM
From: Mike Van Winkle  Read Replies (2) of 176387
 
Darrell Smith re: More on IDC and Dataquest numbers

ON 24 reports that Paine Webber analyst John Young rejects the numbers due to their being based on factory and not actual sales. During 2Q PC inventory was being reduced and the reduction was not reflected in the report numbers. He expects much higher PC unit sales going forward at higher ASP's and does not see their imaginary slowing of growth.

It's worth listening to if you can get it to work.
vuwin.on24.com
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