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

To: rudedog who wrote (159122)	8/2/2000 5:23:53 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

rude, what? ...So maybe this is part of the problem - DELL appears to have grown units at only 28% year over year. That may put the 50% growth in server revenue in question in some peoples' minds. It may be part of what is driving the stock price. they had all kinds of products they were shifting relative to both function and dollar limit since 2q of 99 -entry servers, SIAS, PC Servers, operating systems - work stations; are you referring to dataquest? the differences bw how IDC and Dataquest arrive at their calculations are stark. is this what IDC told you they shifted? the interpolation that 11.5% US growth = "saturation" is for lack of a better understanding. the US market has grown at 11.5% in several qtrs in the past since 1990...and now they've determined that the 11.5% equals saturation? Dataquest stated that in November of 1997, the US market appeared "saturated". now we're saturated again. when does saturation start or stop being "saturated"?