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

To: D.J.Smyth who wrote (156788)	5/5/2000 1:51:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

would also add that if you're shorting (not you personally) Dell's stock based on an overinterpretation of IDC and Dataquest numbers (relative to IBM's position), then you're shorting for the wrong reason corporate PC sales remain healthy in the US and Asia when factoring in enterprise sales i would imagine this is one reason why Dan Niles is keeping Dell at his buy level

To: D.J.Smyth who wrote (156788)	5/5/2000 4:44:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

Darrell - I think you missed GV's point. Retail consumer sales (which include zero of DELL business) are growing at over 40% per year, and represent a pretty decent chunk of the business - over 6 million units last quarter, about 23% of the market. That puts the commercial unit growth at between 10% and 11%, not 18%. HPs growth was almost completely in the consumer market, where CPQ also had 35% growth. DELL has almost no business in that market. I believe DELL will make their numbers, but the commercial growth trend is not as rosy as the one you paint. They are swimming upstream in a 10% growth market not a 20% one.