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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Patrick E.McDaniel who wrote (151995)	1/25/2000 5:45:00 PM
From: rudedog	Respond to of 176387

Patrick - remember they are comparing to the quarter when CPQ "stuffed the channel" - the sequential numbers look good and if DELL does as well in their sequential growth there should be no problems next month...

To: Patrick E.McDaniel who wrote (151995)	1/25/2000 6:05:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

Pat - Just saw the details posted on Raging Bull - the CPQ commercial PC group showed a 15% sequential gain against 3Q... hard to believe that DELL would show flat, or 3%, or any numbers like that and still have maintained their lead over CPQ... especially since the IDC numbers also include consumer PCs which were up 34% sequentially and 24% YOY. Perhaps Niles will need to revise his thinking yet again.