Dell Technologies Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc.

DELL 117.19

+3.5%

Jan 22 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: TigerPaw who wrote (84987)	12/11/1998 10:08:00 PM
From: Chuzzlewit	Read Replies (1) of 176387

TigerPaw, you said: The demand dropped just as quickly within a few months. During that time Dell's sales did not drop but the total market sales were higher so I suppose Dell had a smaller than average percentage for those months. That's exactly what my analysis very clearly refuted. I published the analysis in a post to jhg shortly after Kumar's "analysis" which completed refuted the premise. In fact, Dell's desktop sales probably exceeded the industry average sequential growth (10% according to Kumar -- but actually less because this growth only measure the sequential increase coming off of a hiatus from channel stuffing plus it didn't measure sales to the end user), but it is difficult to be precise because Dell doesn't provide ASPs for classes of machines, just the total product mix. TTFN, CTC

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next