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Technology Stocks : Dell Technologies Inc.

DELL 123.46

+0.8%

3:18 PM EST

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To: GVTucker who wrote (93475)	2/1/1999 3:36:00 PM
From: Jon Stept	Read Replies (2) of 176387

Hi GVTucker... Dell slipage? Kumar is referring to quarter to previous quarter, which does not take into account seasonal differences, like Xmas consumers which Dell does not target like Compaq. Also, as mentioned, these numbers reflect shipments as opposed to revenue. But, Kumar does have a point, although there are many different interpretations of what it means. Here is an excerpt from a Reuters news release I got from Yahoo!. "In a statement, Compaq focused on its sequential gains in the fourth-quarter versus the third-quarter of 1998. Compaq's global market share grew to 15.4 percent, up from the third quarter's 14.4 percent. Compaq's U.S. market share grew to 18.1 percent from 15.8 percent in the third-quarter, while Dell's share slipped to 12.8 percent from 14.1 percent." Also, note the report said "US market share". In my opinion, Kumar's statment carries no weight. Jon :)

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