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

To: Chuzzlewit who wrote (39569)	4/29/1998 5:04:00 PM
From: Eddie Kim	Read Replies (2) \| Respond to of 176388

Thanks for the numbers. There seems to be a discrepency between these numbers and the one's released a couple of days ago. These might just be US sales...

To: Chuzzlewit who wrote (39569)	4/29/1998 8:39:00 PM
From: stephen wall	Respond to of 176388

Paul, Here is an article from Information week talking about vendor/client relationships. Please note that price is not discussed. I particularly like publications like this because they are written from the perspective of IT managers and CIO's who are, after all, the ones that really butter our stock appreciation. pubs.cmpnet.com regards, stephen PS I'll bet kitty is smiling after he reads this.

To: Chuzzlewit who wrote (39569)	4/30/1998 8:32:00 AM
From: JRI	Read Replies (1) \| Respond to of 176388

<<TO ALL>> Re: Gartner Group numbers Q1/98 Q1/98 Market Q1/97 Market Growth Company Shipments Share (%) Shipments Share (%) (%) Compaq 2,645 12.5 1,901 10.2 39.2 IBM 1,605 7.6 1,553 8.4 3.3 Dell 1,539 7.3 927 5.0 66.1 Hewlett-Packard 1,329 6.3 773 4.2 72.0 Packard Bell-NEC 1,002 4.7 1,016 5.5 -1.4 Others 13,080 61.7 12,403 66.8 5.5 Total 21,200 100.0 18,573 100.0 14.1 Anyone: These numbers do not include servers, right? (but do include notebooks and workstations)? Also, given staggered reporting, Dell's unit number for 1Q would have to be 1539 + (April unit sales-January unit sales), right? (This final piece should push the total to close to 1600 units, with or without servers)... Any addition guesses on ASP? Thanx all....