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

To: kaka who wrote (162325)	10/24/2000 12:49:54 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

so. now that we know the past, what does this say about the future? IDC is predicting 25% corporate sales growth next year. they're getting this 25% number from mainly the businesses themselves who are planning the purchases this release represents selective reporting

To: kaka who wrote (162325)	10/24/2000 1:03:59 PM
From: D.J.Smyth	Respond to of 176387

kaka, re supposed "contradiction" Dell Management: "Through the first two months of the current quarter, Dell's European demand has been weak and growth in sales to worldwide small-business customers, though much faster than the industry rate, has been somewhat short of internal plans." Actually: "Dell's shipments in Europe, Middle East and Africa rose just 4.1 percent." i called Dell about this. their reply was that IDC's data is (a) offset and (b) eterprise demand is separate. IDC defines "enterprise" or server sales separate from how Dell defines and categorizes such. IDC is looking at Dell's three weakest qtrs., Dell, the company is commenting about Dell's actual qtr which includes the stronger month of October. sales in October tend to run 40% stronger than sales in either August or September. the qtr. has always been "backend loaded". this is their reply. and when you add in enterprise sales, Dell's growth, overall, remains stronger than the average. you can call them too to see if they give you the same explanation.