Hi Meathead; Thanks for the numbers. I presume that
DELL's growth improved in Q198. The figures you gave:
Q496 Q197 Q297 Q397 Q497 Growth
Compaq 115,656 115,514 124,506 142,542 174,681 51%
IBM 52,568 44,020 55,482 59,881 80,248 53%
Hewlett 50,644 51,890 54,290 54,850 70,135 38%
Dell 18,637 21,047 28,423 36,055 42,414 128%
Show DELL with market shares (among the companies
shown) of:
7.8%, 11.0%, 10.8%, 12.3%, and 11.5%.
Almost all DELL's excess growth happened between Q496 and
Q197, not in the rest of the year. Clearly the other companies
took a good bit of DELL's market share on that last quarter.
Is BTO just normally low volume for the fourth quarters?
-- Carl |
