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Technology Stocks : Dell Technologies Inc.
DELL 133.35+0.1%Nov 28 9:30 AM EST

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To: Joseph Francis Torti who wrote (121825)5/3/1999 1:05:00 PM
From: Lee  Read Replies (4) of 176387
 
Joseph,..Re:.So I feel Ibm is now stealing everybody market share.

Joe, unfortunately the facts tell another story. We have all seen the IDC reports shown below but you must have missed them. I think IBM is going down the market share ladder.

idc.com

Compaq Remains Number One in Worldwide PC
Market

Again, Dell continued to rack up solid market share increases and
close in on Compaq. Dell's decreased reliance on consumer sales enabled it to report sequential growth, while most vendors experienced sequential declines. Moreover, Dell was able to then close the market share gap with Compaq. Overall, IDC believes, Dell continues to show solid growth across a range of PC product categories and geographies.


Rounding out the U.S. top five, IBM surprised many with its strong
results both financially and on a unit basis in the first quarter of
1999. The company saw strong demand in higher-end products with healthy
shipments in its server and portable PC lines.


Table 1

Top 5 Vendors, U.S. PC Shipments, First Quarter 1999 (Preliminary)
(Thousands of Units)

Q1 1999  Vendor  Q1 1999   Market  Q1 1998    Market   Growth
1999 Rank Shipments Share Shipments Share 1999/98
1 Compaq 1,588 16.10% 1,455 18.20% 10%
2 Dell 1,456 14.80% 941 11.80% 55%
3 Gateway 918 9.30% 654 8.20% 40%
4 Hewlett-Packard 853 8.60% 612 7.70% 39%
5 IBM 790 8.00% 625 7.90% 26%
Others 4,262 43.20% 3,680 46.20% 16%
All Vendors 9,867 100.00% 7,957 100.00% 24%

Shipments are branded shipments and exclude OEM sales for all vendors.
Data for all vendors are reported for calendar periods.
Data for NEC/PBNEC includes shipments for Packard Bell, NEC, NEC Japan, NEC China, and ZDS.
Data for Compaq includes shipments for Compaq, Digital Equipment. and Tandem.

Source: International Data Corp., Q2 1999

Table 2

Top 5 Vendors, Worldwide PC Shipments, First Quarter 1999 (Preliminary)
(Thousands of Units)

Q1999
Rank Vendor Q1 1999 Market Share Q1 1998 Market share Growth
Shipments Shipments 1999/98
1 Compaq 3,537 14.50% 3,061 14.90% 16%
2 Dell 2,450 10.00% 1,607 7.80% 52%
3 IBM 2,177 8.90% 1,671 8.10% 30%
4 HWP 1,589 6.50% 1,365 6.60% 16%
5 NEC/PBNEC 1,569 6.40% 1,481 7.20% 6%
Others 13,147 53.70% 11,375 55.30% 16%
All Vendors 24,469 100.00% 20,560 100.00% 19%

Shipments are branded shipments and exclude OEM sales for all vendors.
Data for all vendors are reported for calendar periods.
Data for NEC/PBNEC includes shipments for Packard Bell, NEC, NEC Japan, NEC China, and ZDS.
Data for Compaq includes shipments for Compaq, Digital Equipment, and Tandem.

Facts are important. <g>

Good luck,

Lee
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