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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

3:59 PM EST

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To: Mr. Aloha who wrote (43577)	5/19/1998 9:49:00 PM
From: Meathead	Read Replies (2) of 176387

Your figures didn't show anything useful. The comparisons I gave are more pertinent. Is Dell slowing? Absolutely not. The expectations are for ~40% Y/Y growth for the next few years and todays numbers show them to still be on course. If there is any pricing pressure being felt by Dell, the top line may indicate this. This kind of performance in an environment of channel dumping by the competitors is outstanding. Here is a little evidence growth is accelerating: Q1 to Q4 unit shipment growth 1996 7% 1997 6% 1998 14% Tremendous acceleration Gaining market share much more rapidly. Here is another comparison (with a bullish twist<gg>) Q1 to Q4 revenue growth in absolute dollars 1995 104MM 1996 99MM 1997 176MM 1998 334MM As for ASP's, Q1 represented the end of a life cycle for the 66Mhz LX based systems. This is the point at which prices fall much more rapidly. Business customers have been putting off major upgrades until now, waiting for 100Mhz BX platforms. This transition to higher margin systems is now underway and should be complete by Q3. Expect ASP's to actually head back up beginning in Q2. The stage is set for an unbelieveable 2nd half. MEATHEAD

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