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

To: rudedog who wrote (46834)	6/9/1998 12:33:00 PM
From: Lee	Read Replies (4) \| Respond to of 176387

Good Afternoon Rudy,..Re:<<Compaq Takes the Lead in Notebook PCs>> Impressive news about CPQ taking the lead in notebook PCs and apparently somebody likes it today since they are up 3.04% at this time (10 min delayed quotes) vs Dell's 1.64% gain. Also, this market growth for CPQ is very impressive - captured 17 percent of the portables market in the U.S., representing growth of 55 percent year-over-year. Now that IDC data is out, when do you think we will hear about Dell's impressive gains in the same market? What if Dell does a 104% gain yr/yr and ups their percentage of market share? Then it will be Dell's turn to rally and maybe the rally will be more impressive since the beta is almost 3 times that of CPQ? Just wondering, especially since I know you would benefit as well. Regards, Lee

To: rudedog who wrote (46834)	6/9/1998 12:46:00 PM
From: jim kelley	Read Replies (2) \| Respond to of 176387

Dog, What were the notebook ranking before this CPQ report? The growth rate is impressive but does this represent sales through or into the channel. The report is vague. I will be more impressed if these are sales through the channel rather than into the channel. They could be drying out the channel in the desktop arena and stuffing it in the laptop arena. This would be a tactic between the extremes of taking a big hit and stuffing the channel indiscriminately. Sorry, but after CPQ lied in Q4 about stuffing the channel, it going to take quite a while for me to be less suspicious about their claims of victory in the marketplace. After all the company is still being run by the executives that gave us Q4 and Q1.