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

To: OLDTRADER who wrote (158783)	7/24/2000 5:06:45 PM
From: Mike Van Winkle	Respond to of 176387

Another angular look at the numbers from the Austin Statesman. "Dell's worldwide shipments grew 24.6 percent between the second quarter of 2000 and the same period a year ago, according to Dataquest, a unit of market research firm Gartner Group." austin360.com Dell chips away at Compaq By John Pletz American-Statesman Staff Monday, July 24, 2000 Dell Computer Corp. continued its blistering assault on rival Compaq Computer Corp. in the battle for personal computer supremacy during the second quarter. Dell widened its lead in U.S. shipments of PC desktops, notebooks and servers, while continuing to narrow Compaq's lead in the worldwide market. Dell's worldwide shipments grew 24.6 percent between the second quarter of 2000 and the same period a year ago, according to Dataquest, a unit of market research firm Gartner Group. Compaq's shipments increased 5.8 percent. Dell's worldwide share increased to 10.6 percent from 10 percent a year ago, while Compaq fell to 12.6 percent from 14 percent. "Clearly Dell continues to gain market share, particularly in large accounts," said Dataquest analyst Charles Smulders. "Compaq had a poor quarter and a particularly hard time in the U.S. I think it's still company problems overall they're trying to address." The PC industry's overall shipments grew 18 percent worldwide, up from 17 percent growth in the first quarter, but down significantly from the peak of 27 percent a year ago. In the United States, Dell increased shipments by 28.4 percent, more than twice the overall market growth of 11.5 percent, Dataquest said. Dell's U.S. market share grew to 18.7 percent, up from 16.2 percent in the second quarter of 1999. Compaq's U.S. sales decreased 4.5 percent, and its market share fell to 14.5 percent from 17 percent a year ago. Hewlett-Packard Co. had even stronger growth than Dell, boosting total shipments 34.2 percent. Its worldwide market share rose to 7.1 percent from 6.2 percent. In the United States, H-P's shipments jumped 44 percent, sending its market share to 10.4 percent from 8.1 percent. IBM Corp. continued to struggle, despite unveiling a new PC lineup midway through the period. Its worldwide sales dropped 4.1 percent, and it is now tied for third place with H-P. Things were even worse in the United States -- where IBM pulled its consumer PCs from retail outlets late last fall -- as shipments plunged 18.4 percent in the quarter and market share slipped to 6.1 percent from 8.3 percent a year ago. You may contact John Pletz at jpletz@statesman.com or 445-3601. presented by The Austin American-Statesman and Austin360.com All rights reserved. \| © 2000 \| © Privacy Policy By using Austin360 you accept the terms of our visitor agreement.

To: OLDTRADER who wrote (158783)	7/25/2000 7:34:27 AM
From: Dorine Essey	Read Replies (1) \| Respond to of 176387

My Dear Friend, What the h%$l is this all about? I heard someone last night say that the PC's days are now over. We have two pc's and one laptop and we are getting ready to get newer ones. Perhaps we will wait for the new DELL's. I Love you and miss you all. Dorine and Herb too DJ Hot Stocks To Watch: XTRM DELL JNPR 25 Jul 07:21 Company Company News - - Dell Computer Merrill analyst cuts revenue estimates 46 7/16 for 2Q, 3Q, 4Q but keeps EPS views the Dn 5 15/16, 11.3% same (full story under DELL). NEW YORK (Dow Jones)--Merrill Lynch & Co. analyst Steven Fortuna cut his estimates of Dell Computer Corp.'s (DELL) revenue for the second through fourth quarters of fiscal 2001. For the second quarter through July, Fortuna now expects Dell's revenue to be $7.75 billion, down from his earlier estimate of $7.942 billion. He reduced his third-quarter revenue estimate to $8.672 billion from $8.888 billion, and his fourth-quarter estimate to $9.466 billion from $9.701 billion. In a research note, Fortuna said Dell personal computer shipment growth was low in the June calendar quarter, at 22% to 24%, according to data from Dataquest Inc. and International Data Corp. As reported, Dataquest said Dell shipped 3.38 million PCs, up 24.6% from a year earlier. "We did some checks and feel it is appropriate to cut our revenue numbers," Fortuna wrote in the note. "Our new fiscal year 2001 revenue growth (projection) for Dell is now 31.3%, down from our previous growth rate (projection) of 33.8%." Fortuna said earnings-per-share estimates will remain the same. Fortuna is forecasting EPS of 21 cents for the second quarter, 24 cents for the third quarter and 28 cents for the fourth quarter. -Donna Fuscaldo, Dow Jones Newswires; 201-938-5253 (END) DOW JONES NEWS 07-24-00 05:13 PM