Hi Mohan, I copied the following posting from the thread. As you can see, Kumar is claiming that Dell isn't doing very well. What I would like to know is how Kumar's analysis fits in with the data published by IDC and Dataquest. Since you seem to be the keeper of the threads "data base", I hope you can compare Kumar's analysis to the data recently presented by IDC and Dataquest. Here's the copy:
To: john rosser (94781 )
From: William F. Wager, Jr. Thursday, Feb 4 1999 2:08PM ET
Reply # of 94795
John <Kumar>Said Kumar: "Dell's worldwide sequential growth rate in the December quarter was well below both the market and H-P [Hewlett Packard] (HWP:NYSE), which has been hemorrhaging for quite some time. In the U.S., which has 60% of unit mix, Dell barely showed any sequential growth. Europe, 26% of units, historically has been the fastest growth region for the company. But for the December quarter, Dell underperformed the market, growing 33% sequentially" vs. 60% for Compaq (CPQ:NYSE).
Mohan, thanks a lot for helping out. I for one am getting concerned (meaning pi**ed-off) by Kumar's press releases. If my memory serves me correctly, I think IDC and Dataquest said just the opposite of what Kumar has been saying.
Again, thanks for your help in clarifying the situation.
Stock Bull
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