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To: Chuzzlewit who wrote (85401)12/15/1998 2:45:00 PM
From: Kayaker  Read Replies (1) | Respond to of 176388
 
but I believe the numbers you quote are based on $$$ volume, not unit sales.

I was careful to check that I was looking at unit sales. Here are cut & paste quotes from the Q2-10Q and Q3-10Q that are the source of my numbers. As I understand it, Kumar was talking about Q2 to Q3 unit desktop growth, so it looks to me that 10.6% for Dell's Q2 to Q3 unit desktop growth is accurate.

From Q2-10Q

Desktop products continue to remain the primary component of unit sales, comprising 80% of total units sold during the second quarter and first six months of fiscal 1999.

From Q3-10Q

Unit sales increased 66% and 68% in the third quarter and first ninemonths of fiscal 1999, respectively, compared to the same periods of fiscal 1998, and increased 12% over the second quarter of fiscal 1999.

Desktop products continue to be the primary component of unit sales, comprising 79% of total units sold during the third quarter and first nine months of fiscal 1999.




To: Chuzzlewit who wrote (85401)12/15/1998 3:00:00 PM
From: jhg_in_kc  Respond to of 176388
 
That same Kumar analysis was repeated in the Wall Street Journal Monday in a column extolling Compaq. It is now perceived to be true and may account for Dell going sideways for so long. The Street may now belive that Dell is slowing down, or as VG would say "not the same."
jhg