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

To: BUYandHOLD who wrote (74582)	10/26/1998 12:01:00 PM
From: Fangorn	Read Replies (2) \| Respond to of 176387

BUYandHOLD, This confusion is being caused by the fact that people are talking about World Wide sales and domestic sales without being clear about which they mean. IBM regained second place WW but DELL maintained second place in the US market.

To: BUYandHOLD who wrote (74582)	10/26/1998 12:25:00 PM
From: stock bull	Respond to of 176387

BuyandHold, re:1. <<while IBM regained the No. 2 world rank and after slipping to third behind fast-growing Dell in the second quarter>> 2. <<Taking advantage of its efficient direct-to-the-customer sales approach, Dell grew above 60 percent, several times the rate of IBM's growth>> Number (1) is self evident...IBM gained No. 2 in the world wide ranking. Number (2) may implies that Dell may have grown 60% is certain markets, but not on a world wide basis. For example, if Dell grow 60% in China, or Japan, in absolute numbers this may represent a small percentage of Dell's total growth. Hope this makes sense. Stock Bull

To: BUYandHOLD who wrote (74582)	10/26/1998 1:06:00 PM
From: nihil	Read Replies (1) \| Respond to of 176387

RE: IBM #2, and Dell grew faster to #3 These statements are both true, according to the Dataquest report by Reuters because IBM regained #2 in Q3 after being #3 in the Q2 1998 not in Q3 1997 (for which it ranked #2). Dell was #3 in both Q3 98 and Q3 97 (risking a y2k crash to save strokes) but was #2 in Q2 (for which dataa not given in the story. Dell grew 61% over the year (much of it Q397-Q298, I would guess) while IBM grew 23.9 per cent, much of it, I would guess, in Q298 to Q398 (but data are not published.)

To: BUYandHOLD who wrote (74582)	10/27/1998 1:12:00 AM
From: rudedog	Read Replies (1) \| Respond to of 176387

I know this is still confusing. But here's the important facts : Dell grew units ahead of anyone else in both US and WW, their WW unit growth was even larger than their US growth on a percentage basis. So they Can't have lost any share in either market! The apparent anomaly is because measurements in 2Q did not reflect sales to customers, if they had, Dell would have still been behind IBM at that time. Any analyst who says IBM regained the No. 2 world rank and after slipping to third behind fast-growing Dell in the second quarter gets a failing grade in basic analysis.