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

To: D.J.Smyth who wrote (154686)	3/7/2000 10:21:00 AM
From: TechMkt	Read Replies (1) \| Respond to of 176387

IDC Forecasts Healthy Worldwide Q1 2000 PC Demand with 20% Unit Growth over Q1 1999 Impact of Y2K Slowdown Dissipates FRAMINGHAM, Mass., March 7 /PRNewswire/ -- Unit volume in the worldwide PC market this quarter is expected to grow 20% year over year, according to forecast data released today by IDC. With the traditionally slower first quarter in full swing, PC shipments are expected to decline 9% from Q4 1999. The ongoing pattern of strong global consumer demand continues, but will fall below the levels established during the seasonally high fourth quarter. Commercial market slowness tied to Y2K concerns has largely faded, yielding flat sequential volume in a quarter in which demand typically drops from the prior quarter. "With Y2K fears largely over and the introduction of Microsoft's Windows 2000, businesses will start picking up the pace of upgrades," said John Brown, research director of IDC's Worldwide Quarterly PC Tracker. "IDC expects the commercial market to show more robust growth this year than last, starting with a pickup in demand this quarter." Asia/Pacific and Japan will lead the way in PC sales for the quarter with 32% growth each over Q1 1999. Both Asia/Pacific and Japan will continue to benefit from strong consumer demand as price points decline and interest in new desktop designs increase; consumer growth will top 68% and 45% in the regions, respectively. In the United States, IDC expects Q1 growth to reach 20%, slightly benefiting from the easing of last quarter's tight supply of chips and memory, as held-over demand will be met. Western Europe Q1 year-over-year unit growthis pegged at 10.9%, with sequential volumes declining 22% as retail competition and Internet demand will drive consumer sales. Vendors IDC believes the key to vendor growth this quarter is related to strategic alignment with growing consumer and small business segments. In addition, positioning in the U.S. and Asia/Pacific markets will be especially important. Finally, solid Internet strategies and the ability to deliver portable PCs involume will also be keys to growth. Vendors that appear to have the "right stuff" for growth this quarter are Dell, Gateway, Hewlett-Packard, and Apple.

To: D.J.Smyth who wrote (154686)	3/7/2000 12:53:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

Darrell - you certainly don't come across as being all that excited about it You're right about that, at least in comparison to some on this thread - and I think I have also detailed my reasons for those feelings. There are things that MSD and senior management could do to raise my excitement level. There is nothing wrong with the company except that it is maturing and the management team currently on board is a whole lot better at strategies for a small player slip-streaming the big guys (i.e. the DELL of the past) than at driving the company as it is today - MSD included IMO. They have started to add some new talent which may help with that. But at 25%, DELL was just way to big a part of my current portfolio given how I feel about the growth prospects. I told myself (when I didn't sell during the December run-up) that I would lighten up if it went back above 45, and I did - sold about 1/3 of my position at 46 1/2 a few days ago, and informed a few on the thread by PM. I still need to reduce further to hit the 10% goal, but I think I'll wait and see if it goes up some more. I would also have to buy back some of my LEAP position if I sold more as what I have just covers... This does not mean I think DELL is a bad investment or anything like that - it means that it falls more into the core holding category for me and I will do other things to go after growth. I hope for the sake of the many friends I have on this board that DELL continues to go up - I just don't want to bet 25% of my portfolio on that happening.