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Technology Stocks : Dell Technologies Inc.
DELL 117.44-1.6%Nov 20 3:59 PM EST
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To: Knighty Tin who wrote (99770)2/15/1999 7:53:00 PM
From: BGR  Read Replies (2) of 176387
 
MB,

Let's get this straight. This, I believe, is what CTC's argument is:

1. DELL has very little seasonality in QoQ sales.
2. The whole PC market has considerable seasonality in QoQ sales.
3. Neither DELL nor the whole PC market has significant seasonality in YoY sales.

Therefore, unless one is willing (deliberately or otherwise, the choice is left open) to make the mistake of comparing seasonal numbers to non-seasonal ones, one should always use a time series type of analysis of the entire market's YoY data (thus smoothing out seasonal fluctuations) wrt DELL's YoY data when checking for market share growth.

Otherwise, as CTC noted, comparison of temperatures from December and June of the same year would lend higher (and misleading) credence to evidence of global warming then would comparisons of temperatures from June of last year and this year.

Your argument of 3Q vs. 4Q is not wrong, only misleading, perhaps because you didn't use any statistical techniques to do your analysis.

-BGR.
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