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

To: rudedog who wrote (162290)	10/20/2000 10:18:15 PM
From: Meathead	Read Replies (2) \| Respond to of 176387

Clearly a 3 horse race at this point. Compaq, Dell and HP all had a solid Q in terms of shipments. Let's look at this from another perspective rather than the usual Q/Q and Y/Y percentage growth numbers. A good way to view the numbers is in terms of quarter to quarter unit growth worldwide. From the table below it's easy to see what happened to Dell in Q4 and Q1 when they hit the wall. But now it looks to me like they are getting back on track. 384k unit growth is the best they've had since their biggest growth quarters ever in Q2/Q3 99 where they grew revenues sequentially by 600M+ each quarter. With this number it looks like they are on track at the very least to meet their revised 8.2B number. Q/Q WW Unit shipment growth Q300 Q200 Q100 Q499 Q399 Q299 Q199 Q498 Dell 384 254 -157 118 414 374 136 282 Compaq 366 18 -583 708 86 -211 -227 998 HP 360 -213 -9 615 184 99 -78 176 Compaq has been pretty erratic and the Q4 seasonality really shows. But their Q2 to Q3 increase is one of their best showings for this period and bodes well for a strong earnings report. MEATHEAD

To: rudedog who wrote (162290)	10/22/2000 1:12:08 PM
From: Sig	Read Replies (1) \| Respond to of 176387

Dog: I have glanced at Cpq and Dell prices during last two qtr3 report period for 1998 and 1999. Not much happened, price fairly level right thru the earnings date, except Dell once ran up 4 and then dropped 4 upon the report. Conclude that good/bad news on these large cap stocks is pretty much discounted by earnings date. Looking at NAS during each election period 1988,1992,1999 Nov 1 to Nov 20 wondering if election affected NASDAQ. Apparently not- very little change noted So I guess its up to each individual stock to prepare a surprise (or not) The good news is that the NAS, Cpq and Dell slanted up from October to end of year. Around 35% average increase. Sig