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Technology Stocks : Dell Technologies Inc.

DELL 129.98

-6.2%

Dec 12 9:30 AM EST

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To: rudedog who wrote (162290)	10/20/2000 10:18:15 PM
From: Meathead	Read Replies (2) of 176387

Clearly a 3 horse race at this point. Compaq, Dell and HP all had a solid Q in terms of shipments. Let's look at this from another perspective rather than the usual Q/Q and Y/Y percentage growth numbers. A good way to view the numbers is in terms of quarter to quarter unit growth worldwide. From the table below it's easy to see what happened to Dell in Q4 and Q1 when they hit the wall. But now it looks to me like they are getting back on track. 384k unit growth is the best they've had since their biggest growth quarters ever in Q2/Q3 99 where they grew revenues sequentially by 600M+ each quarter. With this number it looks like they are on track at the very least to meet their revised 8.2B number. Q/Q WW Unit shipment growth Q300 Q200 Q100 Q499 Q399 Q299 Q199 Q498 Dell 384 254 -157 118 414 374 136 282 Compaq 366 18 -583 708 86 -211 -227 998 HP 360 -213 -9 615 184 99 -78 176 Compaq has been pretty erratic and the Q4 seasonality really shows. But their Q2 to Q3 increase is one of their best showings for this period and bodes well for a strong earnings report. MEATHEAD

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