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Technology Stocks : Dell Technologies Inc.

DELL 129.94

-6.2%

3:59 PM EST

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To: calgal who wrote (162260)	10/20/2000 12:21:17 PM
From: rudedog	Read Replies (5) of 176387

A post on the Yahoo board of a Chase memo seems to indicate that HP and CPQ gained share while DELL lost share. If the IDC numbers are already leaking out, that could explain some of the action today. The part that caught my interest was From a vendor perspective the data shows mixed trends. HP was the clear winner from a purely growth standpoint (for the second consecutive quarter) with worldwide growth near 40% range and US growth in the mid 40% range, which is about 2x the growth of its nearest competitor Dell. Also, HP's growth modestly increased from Q2, which will likely bode well for its PC sales in its upcoming quarterly results. Noteworthy, from a positive perspective, is that in both reports Compaq's rate of growth accelerated both on a Worldwide and US basis, which should bode well for expectations of positive news when the company reports its Q3 results next week. On the other side, the numbers confirm the soft unit sales trends that Dell has already warned investors about, with the rate of growth in Q3 once again moderating from the level of the last few quarters. The link is messages.yahoo.com

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