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Technology Stocks : Dell Technologies Inc.

DELL 132.72

-4.2%

12:02 PM EST

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To: mepci who wrote (162297)	10/21/2000 5:31:34 PM
From: Meathead	Read Replies (2) of 176387

Re: 3q may be great, but their 4q may lag. I doubt it. Q4 is always huge for Compaq because of xmas consumer sales. They will probably grow several hundred thousand units in Q4 putting them over 5M systems. Q1 usually drops off fairly dramatically in comparison. If you graph Dell's unit volume against Compaq's unit volume for the last 16 quarters you'll easily notice a pattern. Also, by Q2 of next year the two trendlines should intersect and Dell will be tied with Compaq for unit volume worldwide. Then there should be a seesaw battle between the two for the next several quarters over ww leadership. MEATHEAD

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