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

To: Chuzzlewit who wrote (54385)	7/27/1998 4:51:00 PM
From: stock bull	Read Replies (1) \| Respond to of 176387

Chuzzlewit, the thing about growth is that it must be managed, or it can kill a company. Unmanaged growth ends up adding cost, harming communications, and can end up cutting into a company's efficiency. I know this from my own experience. Stock Bull

To: Chuzzlewit who wrote (54385)	7/27/1998 6:23:00 PM
From: jim kelley	Read Replies (3) \| Respond to of 176387

CTC, I expect DELL to overtake CPQ in February in PC sales. CPQ had a 21% sequential decline in PC sales this last quarter. HWP has thrown in the towel on being number one. IBM has fallen off the top 5 chart. Packard Bell is an also ran. GTW has an inherently less efficient business model. Nothing can stop DELL except an iceberg.

To: Chuzzlewit who wrote (54385)	7/28/1998 9:13:00 AM
From: rudedog	Read Replies (1) \| Respond to of 176387

Chuz - Keep in mind that IDC and Dataquest measure sales in to the channel for CPQ IBM etc. but since Dell has no channel, sales in = sales out. Taking nothing away from Dell's great performance, CPQ was clearing 12 weeks of inventory (16 weeks down to 4), at an annual run rate of 12 million units, that is 3 million unreported sales since february. By the most conservative estimates of sales out (i.e. CPQ machines actually purchased) CPQ customers bought more than 3 million desktops last quarter, as opposed to Dell's 1.7M. Dell would need to about double their last quarter numbers to actually take over the #1 spot from CPQ. They may eventually get there but based on real growth rates this is unlikely any time in the next 2 years.