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Technology Stocks : Dell Technologies Inc.

DELL 133.18

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12:59 PM EST

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To: larry who wrote (80287)	11/14/1998 6:05:00 PM
From: gc	Read Replies (2) of 176387

ALL: Most negative comments centers around the slowing growth rate in this Q, particularly on sequential growth rate. I tabulated the sequential growth rates over the past two years: FY Q1 Q2 Q3 Q4 98 7.2 8.7 13.3 17.2 99 4.8 10.5 11.2 From this table, it seems to me that 99Q3 sequential rate is a bit lower because it is compared to an exceptional good 99Q2 number. (due to Window 98 introduction?? Notice 99Q1 is low too. People hold off for window 98?) It this is the case, there is nothing to worry about. Any comments? gc

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