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

To: D.J.Smyth who wrote (167639)	10/26/2001 2:31:50 PM
From: kaka	Read Replies (1) \| Respond to of 176387

DJ, MSD's first hint at visibility came yesterday when he stated he expects consumer demand to increase DELL's Q4 revenue, and he fully expects a PC recovery during spring/summer 2002. I thought this was just extemporaneous CEO B.S. An increase in procurement makes me think otherwise.

To: D.J.Smyth who wrote (167639)	10/26/2001 5:31:46 PM
From: kemble s. matter	Read Replies (2) \| Respond to of 176387

DJ, Hi!! Thanks for the link...Encouraging in this environment...But, what will the "analysts" say when the DELL model continues it's roll over seas? Can you use your imagination and let us all know what new negatives they can conjure up? :O) RE: Shrugging off the stagnation in the PC market, Dell has regained the initiative on the strength of its special build-to-order marketing strategy and low-price tactics. According to IDC's research, Dell's PC sales grew by 6 percent in the third quarter in the United States, and won market share of 26.4 percent, a new record high and double the share of Compaq, the runner-up. In Asia, Dell enjoyed a sharp growth of 38 percent in PC sales in the third quarter, while IBM's PC sales dropped 20 percent, and Compaq saw a slide of 8 percent in the region. Best, Kemble