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

To: Boplicity who wrote (65131)	9/11/1998 5:03:00 PM
From: Mohan Marette	Respond to of 176387

2nd half good for some bad for others.Certainly good for DELL. Greg: Here is something interesting which we already knew I suppose but do not the comment about weakening sales in Asia etc....NOT SO FOR DELL,I am sure for others it is. Some highlights. ====================================== Source:News.com "At the same time, weakening demand in Russia, Asia, and Latin America has been offset by continuing purchasing in North America and Europe, according to a recent report from International Data Corporation. PC shipments will grow by 12.2 percent in the second half worldwide, faster than the 9.6 percent growth experienced in the first half. "The wealth is indeed not being spread evenly. Major PC vendors are continuing to grow their unit shipments at two to three times the market rate. In many ways, multiple growth is a necessity. Despite the growth in units, the average selling price on PCs has been dropping quarterly, according to Ashok Kumar Piper Jaffray, which means that each vendor has to sell more units to maintain earnings. "We have to look at it one quarter at a time," Kumar said. "About one-third of the economies are in a recession or approaching a recession. The only visibility we have is a few weeks." The discrepancy between the big five and the rest of the industry is astounding. Dell, for instance, grew its shipments at more than five times the market rate in the second quarter. Gateway CEO Ted Waitt recently said in a conference call that unit shipments for his company were up more than 50 percent in some segments. The top five PC vendors in the U.S. grew unit shipments by 23.6 percent in the second quarter, according to IDC. By contrast, everyone outside the top five saw their unit shipments drop by 8.2 percent. Membership in the top five was not a guarantee of success, either. Packard-Bell's unit shipments dropped by 10.5 percent in the U.S. during the second quarter and by 8.7 percent worldwide, according to IDC. Worldwide, IBM saw its shipments decline by 4.1 percent, said IDC, although Sargent said that IBM is showing a recent surge of growth on the strength of its mobile line. news.com