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

To: Gabriel008 who wrote (33211)	3/9/1998 9:47:00 AM
From: Mohan Marette	Respond to of 176388

Gabriel: I am sure IDC measures end user purchases,but this is mere conjecture on my part. I will dig further and let you know if I find something on it. Let's hope someone will post the info if they already know it.

To: Gabriel008 who wrote (33211)	3/9/1998 10:05:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 176388

Miscalculation is the problem not demand and that is good news. Gabriel: Here is an article I found on the Intel thread,pay attention to the 5th paragraph and you will see demand is pretty healthy if Computer Intelligence is to be believed. CI's study shows sales are up for both Jan and Feb(thus far) and continues to say YOY they find a 35%increase in retail channels and 10% in commercial channels. Message 3647294

To: Gabriel008 who wrote (33211)	3/9/1998 12:46:00 PM
From: David E. Taylor	Read Replies (1) \| Respond to of 176388

The data from IDC and Dataquest are factory shipments. For DELL/GTW the numbers equal actual sales, for the others its shipments into the distribution channel plus whatever direct sales they have. If you're interested in detailed data, check out the IDC site and do some digging, for example: idc.com Some of IDC's stuff is free, most you have to pay for. If I want some up to the minute info, I buy one of their reports or bulletins, though I haven't sprung for a subscription to anything yet. David T.