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Technology Stocks : Dell Technologies Inc.

DELL 122.70

+0.2%

Nov 18 3:59 PM EST

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To: Gabriel008 who wrote (105789)	2/28/1999 8:53:00 PM
From: JRI	Read Replies (1) of 176387

Jim Kelley...Gabriel DuBois... In rereading the ZD note, I found this puzzling: While most of 1998 showed index numbers that translated into roughly 20-35% unit growth in unit shipments for a given month over a preceeding month, the January index only shows 3% growth over last January... On a second look, this doesn't make sense to me....are they saying that unit growth (month-to-month) grew 20-35% EACH MONTH in 1998..that can't be right...also, then in the first half of the sentence they would be comparing unit growth month after month...and the second portion year-over-year....Strange.. Secondly, if they mean year-over-year........that, too, much be wrong...units sales grew somewhere between 10-15% last year....I pulled out an old clipped article...(Dataquest stated that) PC shipments grew 14% to 21 million units in the first quarter of '98....(I believe IDC came in lower...somewhere around 11% for 1Q '98)....so their year-over-year would be off as well... Am I right in finding this passage odd??

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