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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: lin luo who wrote (1020)	6/10/1998 4:04:00 AM
From: H James Morris	Respond to of 2578

Well it sure isn't hurting the Internet stocks. Buy anything that smells of internet commerce (except Ktel) and Wall Street will make it possible that you'l never have to work, another day in your life.

To: lin luo who wrote (1020)	6/10/1998 4:05:00 AM
From: H James Morris	Respond to of 2578

From Dell Co news< FRAMINGHAM, Mass., June 9 (Reuters) - Hampered by inventory problems and weakness in Asia, growth in the global personal computer market is expected to slow in the second quarter, a leading technology research firm said on Tuesday. Global PC unit volume is expected to grow by only 9 percent in the second quarter, according to International Data Corp, which is based in Framingham, Mass. IDC said worldwide PC shipments grew by 11 percent in the first quarter, and by 15 percent in all of 1997. The "lukewarm" outlook is related to a continued downturn in Asia, a soft portable PC market and ongoing supply issues in the United States. "Inventory problems have slowed channel ordering and also induced a more conservative stance on PC manufacturing," IDC's Bruce Stephen said in a statement. Second-quarter unit shipments in the United States are seen rising by 14 percent. But severe price pressure will limit revenue and profit growth for most PC vendors. "While the inventory situation may improve, slower market growth, expansion of the low-cost PC market and heightened competition among CPU suppliers will all catalyze an ongoing price war," Stephen said. In Western Europe, the PC market is expected to grow by 14 percent in the quarter, driven by the low-cost PCs, improving economies in France and Germany and a greater focus from global PC brands. The outlook for Asia -- excluding Japan -- continues to be weak as demand in Southeast Asia and Korea shows no sign of recovery, IDC said. Economic sanctions recently placed on India will also hurt the market. IDC said it expects second-quarter unit shipments in the region to show slight negative growth. Its 1998 market outlook has been lowered slightly to 5 percent. The Japanese PC market is seen growing 2 percent in 1998, with negative growth in the second quarter. Compaq Computer Corp. <CPQ.N>, International Business Machines Corp. <IBM.N> and Dell Computer Corp. <DELL.O>, respectively, remained the top three global PC vendors, based on unit shipments, IDC said. >

To: lin luo who wrote (1020)	6/10/1998 4:13:00 AM
From: H James Morris	Read Replies (1) \| Respond to of 2578

Minneapolis, June 9 (Bloomberg) -- Dell Computer Corp. doesn't expect a repeat of the ''unusually big'' first-quarter drop in prices for its personal computers in coming quarters because demand remains strong, an executive said. However, if price cuts for computer parts like semiconductors lead to lower PC prices, Dell intends to maintain sales growth by using the lower prices to attract more customers, Vice President of Finance James Schneider said at the annual Piper Jaffray Inc. investors conference in Minneapolis. The No. 2 U.S. PC maker behind Compaq Computer Corp. said last quarter that the average price of its PCs dropped 9 percent from the previous quarter. That led to investor concern that Dell may not be able to keep up growth in sales and earnings, which both increased more than 50 percent in the first quarter. If we have any component cost declines, we will quickly pass that along to our customers and use it to increase market share,'' Schneider said. Schneider also said Dell, which controls about 8 percent of the PC market worldwide, would focus on international expansion. The company is opening a plant in China before the end of the year, and it's considering building a plant in South America, he said.