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Technology Stocks : Dell Technologies Inc.
DELL 125.97-1.0%3:59 PM EST

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To: jim kelley who wrote (120393)4/24/1999 9:56:00 AM
From: Mohan Marette  Read Replies (5) of 176387
 
...and the Winner is DELL --->Dataquest & IDC preliminary numbers.Yahooo!

Jim:
What do you think?
What is with IDC number,it shows market share for DELL remaining the same for Q1 98 & Q1 99 with a YOY gain in unit shipments of 55%! Also are these guys talking about Jan-March (I am sure they are) numbers,where as DELL Q 1 runs from Feb-April? I guess in the abscence of any other data we have to take these guys stats with a grain of salt and then adjust it for any discrapencies,no?

You Win some,You lose some

1.DATAQUEST

(Dataquest figures represent only PC shipments (desktop, deskside, notebook, ultraportable, laptop, and transportable).)


Vendor Market share (Q1-98) Market share (Q1-99) Year-to-year growth

Compaq 14.3% 13.4% 9.9%

Dell 7.2% 9.2% 49.1%

IBM 7.5% 8.4% 30.8%

HP 6.2% 6.0% 13.1%

Gateway 3.7% 4.3% 38.1%

Others 61.1% 58.7% 12.6%

Total 100% 100% 17.2%

============================

2.IDC

(International Data Corp. figures for branded shipments represent shipments to distribution channels or direct to end-users.)


Vendor Market share (Q1-98) Market share (Q1-99) Year-to-year growth

Compaq 18.2% 16.1% 10%

Dell 11.8% 11.8% 55%

Gateway 8.2% 9.3% 40%

HP 7.9% 8.0% 26%

Others 46.2% 43.2% 46.2%

Others 100.0% 100.0% 24%


(Year-to-year growth represents growth in total number of units sold.)

(Courtesy:Dataquest & IDC via Infoworld)

==================
Compaq's loss is gain for IBM, Dell

By Ephraim Schwartz
InfoWorld Electric

Posted at 4:22 PM PT, Apr 23, 1999

Not unexpectedly, two market research companies said Compaq lost market share in the first quarter of 1999 during the same period in 1998, according to reports of first-quarter worldwide and U.S. unit shipments and market share.

Gartner Group's Dataquest Alert indicates just more than a 2 percent drop in U.S. market share, and a more moderate 0.9 percent drop worldwide, for the company that still holds bragging rights to being the number PC vendor.

However, International Data Corp.'s (IDC's) Market Monitor is no less discouraging for the Houston giant, showing a similar 2.1 percent market share decline in the United States with a 0.4 percent drop worldwide. Overall, Compaq's growth for the quarter was a "lackluster" 6.9 percent according to Dataquest.

Among the top five U.S. vendors Dell, Hewlett-Packard, Gateway, and IBM all increased their share of the market in the United States, with Dell seeing the most dramatic increase of 3 percent.

Dell gained on Compaq, which last weekend underwent a personnel shakeup that resulted in the departure of CEO Eckhard Pfeiffer, in worldwide sales as well while HP saw a 0.1 percent decline.

Individual growth for the top five also indicated Dell's continued strong performance, scoring the largest single growth among the top five worldwide with a 50.8 percent increase in business compared with the first quarter of 1998, according to Dataquest.

IDC pegged Dell's growth at an even larger 55 percent.
Gateway with far fewer number of units shipped still registered a strong 38.1 percent gain for the quarter and IBM increased its units from 1.6 million to 2.1 million, nearly a 31 percent increase.

Hewlett-Packard saw its U.S. growth go up 39 percent, according to IDC which noted that HP was one of only two vendors reporting sequential growth in a "typically declining quarter."

Both Dataquest and IDC attributed the surprising strong first quarter to continued decline in PC prices as the introduction of the Pentium III drove Pentium II-based system prices down, the continuing growth of the Internet and a residual demand left over from a strong fourth quarter.

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