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

To: Patrick E.McDaniel who wrote (28420)	1/26/1998 12:57:00 AM
From: jbn3	Read Replies (1) \| Respond to of 176387

Patrick, Gabriel, Jim The original report, Jan 97, shows the following data: for US sales (1996 vice 1995.) Rank Vendor Units 96 % total Units 95 % total % Increase (units) 1 CPQ 3,470 13.1 1,663 11.5 30% 4 DELL 1,790 6.7 1,130 4.9 58% on 25,577K total units. Therefore, assuming the same basis for this report, and using the new data, I extrapolate to get (1997): 1 CPQ 4,870 16. 3,470 13.1 40% 2 DELL 2,861 9.4 1,790 6.7 59.8% on 30,436K total units (Total US 1997 units: 1.19 * 25,577 = 30,436.63K) (Total CPQ US 1997 units: .16 * 30,436.63 = 4869.86K) (Total DELL US 1997 units: .094 * 30,435.63 = 2861.04K) 3.

To: Patrick E.McDaniel who wrote (28420)	1/26/1998 1:33:00 AM
From: jbn3	Read Replies (1) \| Respond to of 176387

DELL 4Q sales (IDC) Patrick, Gabriel, Jim The original report, Jan 97, shows the following data: for US 4Q sales (1996 vice 1995.) Rank Vendor Units 4Q96 %total Units 4Q95 %total %Increase (units) 1 CPQ 1,080 13.70% 844 12.4 28% 4 DELL 546 6.9% 327 4.8% 67% on 7,880K total units. Therefore, assuming the same basis for this report, and using the new data, I extrapolate to get (4Q1997): 1 CPQ 1,600 18. 1,080 13.7 52% 2 DELL 906.6 10.2 546 6.9 66% on 8,888K total units (Total US 4Q1997 units, using CPQ data: .18/1600 = 1.000/x) (Total DELL US 4Q1997 units: 1600 * .102 / .18 = 906.6K) 3.