Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Chuzzlewit who wrote (84989)	12/15/1998 12:48:00 PM
From: Kayaker	Read Replies (1) \| Respond to of 176387

In fact, Dell's desktop sales probably exceeded the industry average sequential growth... but it is difficult to be precise With the publication of the latest 10-Q, I think there is enough information to check Kumar's projection (in early November) of a Q3 increase (over Q2) in desktop unit volume growth of 7.6%, versus the industry growth rate of 9.6% For the purposes of the calculations, assume the total units sold in Q2 were 1000. According to the Q2-10Q, 80% (or 800) were desktops. According to the Q3-10Q, total units sales are up 12% over Q2, i.e., up 120 to 1120. According to the Q3-10Q, desktops sales were 79% of total units sold. So, 79% of total sales (1120) equals 884.8 desktops in Q3. A rise from 800 desktops in Q2 to 884.8 desktops in Q3 is an increase in desktop unit sales of 10.6%. I've run the calculations with different starting numbers (the 1000 in the first sentence of the above paragraph) and get the exact same result. Articles: Dell Q2 10-Q dell.com Dell Q3 10-Q marketwatch.newsalert.com Articles re Kumar warning: techweb.com cbs.marketwatch.com