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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: Alohal who wrote (103887)	2/22/1999 4:32:00 PM
From: Mohan Marette	Read Replies (1) of 176387

Seasonality Vs Sequential Bull Crap.(Oops I forgot 'right on the tail part -2nd update) Alohal: Seasonality issue is 'well' documented by IDC and everybody and his mother-in-law knows about it (if they follow the PC biz that is).If you can wait a little bit IDC will have a detailed report coming out on Friday and then you can read all about it,untill then the following will have to do.<g> ====================== Source:ZDNet 02/22/99 ......... Compaq's gains reflect its strength as the leading supplier of consumer PCs during the seasonally strong holiday sales season, and Dell's minor role in the consumer market compared to its focus on the corporate market, analysts said. Schaub said it was more meaningful to compare fourth quarter results with the year-ago fourth quarter, which eliminates some of seasonal differences..... Schaub by the way is an analyst over at DATAQUEST. So you see there is no point in arguing about it with 'holier-than-thou-know-it-all' schmucks,you with me on that.<vbg> I forgot to add this to the above. .."Compaq gets an extra consumer bump that Dell doesn't get in the fourth quarter but don't let that obscure the fact that Dell is basically right on their tail," Dataquest's Schaub said.

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