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

To: SecularBull who wrote (59685)	8/19/1998 9:45:00 PM
From: Mohan Marette	Read Replies (3) \| Respond to of 176387

News from South America-The fun to start when Dell gets there. LoD: Get a 'LoD' of this. The game is about to change in S.America and you know when don't you???? Heeeeeeeee Haaaaaaaw!! =================================================== Aug 19 1998 8:17AM - Business Wire GARTNERGROUP'S DATAQUEST SAYS LATIN AMERICAN PC MARKET SHOWS SIGNS OF RECOVERY IN 2ND QUARTER Business Editors/Technology Writers SAN JOSE, Calif.--(BUSINESS WIRE)--Aug. 19, 1998-- Latin American personal computer shipments reached 871,770 units in the second quarter of 1998, up 9 percent from the second quarter of 1997, as the region was supported by renewed growth in Brazil, according to Dataquest Inc., a unit of Gartner Group, Inc. (NASDAQ:GART). Brazil had posted negative growth the past two quarters, but in the second quarter of 1998 shipments increased 5.9 percent over the same period last year. "In addition to shrinking factory revenue, the leading vendors are experiencing new and difficult challenges in the region," said Luis Anavitarte, senior industry analyst for Dataquest's Personal Computer Quarterly Statistics Latin America program. "The top tier vendors are facing growing pressure from the clone vendors. Enhanced face-to-face service, dramatically lower prices, and fast technological adoption are makingclones flourish in the region, as the consumer feels increasingly comfortable purchasing non-branded machines." Compaq continues to lead the industry with its market share remaining above 17 percent (see Table 1). Sequentially, IBM's performance increased, Anavitarte said, while Hewlett-Packard's market share gain continued partially at the expense of IBM. -0- T Table 1 Latin American PC Vendor Unit Shipment Estimates for Second Quarter 1998 (Actual Units) Q2/98 Q2/98 Market Q2/97 Q2/97 Market Growth Company Shipments Share (%) Shipments Share (%) (%) Compaq 153,890 17.7 -143,261 17.9 7.4 IBM 85,878 9.9 - 91,419 11.4 -6.0 Acer 63,812 7.3 90-866 11.4 -29.8 Hewlett-Packard 62,355 7.2- 52,749 6.6 18.2 Others 505,835 58.0 -420,836 52.7 20.2 Total 871,770 100.0 799,131 100.0 9.1 Note: Total may not add to 100 percent due to rounding. Source: Dataquest (August 1998) T -0- The region benefited from increased shipments in the mobile market, which grew three times faster than the desktop market. "Better communications infrastructure, lower prices, and a more dynamic business culture are pushing notebook sales, which experienced 28 percent growth in the second quarter of this year," said Anavitarte. The region's top growing countries were Argentina which grew 13.8 percent, and Mexico which grew 10 percent in the second quarter of this year.

To: SecularBull who wrote (59685)	8/19/1998 10:33:00 PM
From: LWolf	Read Replies (6) \| Respond to of 176387

LoD... I'm so aggravated I could scream! Just got my Sept issue of Worth. Flipped to section on Stocks to Avoid / Stocks to Consider p44. Can't believe it... They have DELL as a stock to avoid along with CPQ and TXN and AMZN (among others). Get this: ---------Fair Value & Why stock will Underperform: Compaq--15 - Combination of falling PC prices and Digital acquisition makes earnings turnaround unlikely anytime soon (agreed!) DELL----40 - Has lost its pricing advantage over indirect PC vendors like HP and IBM... Shares now at lofty 55 times earnings I want to shake someone.... what idiots!! Laura