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

To: Patrick E.McDaniel who wrote (49218)	6/28/1998 8:31:00 AM
From: Gabriel008	Read Replies (2) \| Respond to of 176387

Here's the May retail sales results from Computer Intelligence. According to this Compaq's taking it on the chin - a 10% share drop in May! June 26, 1998 May Spreads Doom in Retaildom HP Rises Though, and Compaq Takes It On The Chin As all of our thousands of regular readers know, ZD Market Intelligence spends a lot of time and effort tracking how well products move on many fronts, and sometimes the results are amazing. Amazement arrived this month in the form of PC sales through the retail channel. After the first four months of the year all showed 30%+ growth, the serious downturn in May was a big shock. May sales were up only a paltry 0.7% over May 1997, but more importantly, they were down 80,000 units from April, a drop well over 20%. There is a tendency at this point to declare that the sky is falling. While I'm concerned, the fact that Win/98 was coming, and that there were few compelling price cuts, makes it possible that customers, who are now conditioned to expect constantly lower prices, waited out for a month. Not only that, the exciting new products coming the June/July refresh were badly kept secrets. Source:ÿ StoreBoard However, the decline was not felt equally by all vendors. HP was able to keep most of their desktop sells through volume in place, and as a result, they were the #1 vendor. This is quite a big deal as HP has never been in this position before. IBM also did a great job as they actually had higher volume in May than April. The only vendor in that position among the majors. The big loser in all this was Compaq. Desktop unit volumes dropped by more than 40% from month to month, and share dropped by more than 10 points as a result. Source:ÿ StoreBoard Needless to say this is quite an upheaval in the market. Compaq clearly has to turn some things around in June if the quarter is to be a strong one. Also, their inventory position jumped up, and we all know the problems they've had there. A real question is how will this change set up the Christmas selling season. It's still a ways off, but as we get into August and September, it becomes hard to gain or lose share. So you can bet we'll be checking this closely ÿ here at InfoBead Insider

To: Patrick E.McDaniel who wrote (49218)	6/28/1998 11:13:00 AM
From: Mohan Marette	Respond to of 176387

Pat: Thanks for letting us know about Dell's 'big event',I have bookmarked the link. Much obliged indeed.

To: Patrick E.McDaniel who wrote (49218)	6/28/1998 11:32:00 AM
From: jbn3	Read Replies (3) \| Respond to of 176387

DELL goes Irish Hello Thread! A little Sunday reading. Main Story: austin360.com Irish Eyes Smiling at DELL austin360.com Irish Expatriates Return Home to Good Jobs austin360.com (PC) Battle for Europe (charts) austin360.com Interview with Michael Dell (Audio available): austin360.com ... Q: Would you look at the European market two years, five years, 10 years down the road, and it's importance to Dell? A: Dell's business in Europe this year will be approximately the same size as all of Dell was three years ago. ... ... I think the game gets really interesting here because Dell goes from fast-follower in the server market to product leadership. And if these guys think they're going to maintain 40 percent gross margins as we're zooming ahead of them in technology, and the customer everyday realizes that there's no reason to pay these proprietary margins . . . I hope they believe that. Because they're going to be in for a very unpleasant surprise and it's called Dell.... ... Q: Is the delay of new Intel chip going to affect your plans? A: Not measurably. This is not like Pentium, Pentium II or 486 to Pentium. This is a whole nother instruction set that's fundamentally very different. I don't see much effect there. I think there is a lot of legs left in the 32-bit architecture. And we're going to come out in the first part of next year with eight-way servers, and we don't see a lot of things holding back our ability to grow the high end of the server market. Yeah, it keeps us out of the low end of the mainframe space, but I'm not sure we were ready to go there just yet. Q: You do plan to be there? A: Yeah, give us a few years. ... ... Q: Are you going to be looking at building a plant in South America, and where would that be? A: We are. We haven't finalize it, but probably in Brazil. There will probably be an announcement in the next few years.... Irish Times: irish-times.com DELLisher and DELLisher, 3.