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Technology Stocks : Dell Technologies Inc.
DELL 120.60+1.8%Jan 9 9:30 AM EST

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To: Jim Patterson who wrote (37369)4/9/1998 4:30:00 PM
From: jim kelley  Read Replies (1) of 176387
 
RE: Growth Rates

A quick check on the WW growth rate of PC shipments in the 3rd quarter showed a 16.24% growth Y/Y. In that quarter, DELL grew at 3.71 X that rate. Not bad!

If DELL's new estimate holds up we can expect to see a growth rate in units of about 56% Y/Y. In fact, this could be higher due to loss of marketshare by CPQ. With a tilt toward higher margin products such as notebooks, servers and workstations this years growth rate in revenue and profit could be a repeat of last years.

So, JP get a grip on yourself before people start calling you Chicken Little.
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