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Technology Stocks : Dell Technologies Inc.

DELL 114.64

-1.1%

Jan 27 3:59 PM EST

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To: Lee who wrote (64158)	9/8/1998 1:35:00 PM
From: Jim Patterson	Read Replies (2) of 176388

Lee, RE: It seems that a general premise that the bears like to articulate is the global slowing of PC sales; however, articles like the one Greg posted this morning show PC sales in Japan up nicely. I only read the first paragraph of the posted link. Here are the facts. PC Unit growth: 28% 1995 22% 1996 18% 1997 13% 1998 Est. Combine this with falling ASP's, and the slowing in PC revenue growth is more dramatic. Some Ests are for flat PC revenue growth for 1998. This is the fact that the bears keep refering to. DELL has even changed it's own forcast for PC unit growth for 1998. In Feb, the number was 18%, it is now in the 12-13% area. Numbers are from memory and may not be exact. They are generaly close and illistrate the point of this post. PC unit and revenue growth rates are and have been slowing. Jim

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