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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: kemble s. matter who wrote (120468)	4/25/1999 12:01:00 PM
From: Ian@SI	Read Replies (2) of 176387

Chuzz, WOW!!!! Absolutely stunning article. Thanks for the URL. Dell is going to skyrocket come earnings release unless people get past the mathematically challenged reports and see the real numbers first. The most optimistic estimates are looking for 50% growth. Most releases I've seen lately seem to be guessing at 30%. But Dell got 70%. WOW!!! And as we all know, CPQ seems to have a habit of channel stuffing when they get into trouble. And boy, are they ever in trouble. :-) Dell shipped roughly 1.1 million computers in the second quarter, up more than 70 percent over last year, pushing its US market share to 14 percent from 9.1 percent a year ago. Long-time market leader Compaq and fast-growing Dell each had 14.3 percent of total US PC shipments, according to IDC. Compaq's shipments declined 21 percent in the second quarter versus the first quarter, while Dell's shipments grew 21 percent from the March quarter to the June quarter of 1998, IDC estimated.

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