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

To: JRI who wrote (92414)	1/29/1999 3:15:00 AM
From: abraves	Read Replies (1) \| Respond to of 176387

I hope the IDC numbers are clear. The last thing we need is to have Kumar on CNBC again. Especially after the DELL thread downgraded him. (he's probably pissed. haha) Didn't he pop up last quarter right after the IDC numbers came out.

To: JRI who wrote (92414)	1/29/1999 5:27:00 AM
From: Dorine Essey	Respond to of 176387

John, I like the custard donuts. Dorine

To: JRI who wrote (92414)	1/29/1999 6:27:00 AM
From: Mohan Marette	Respond to of 176387

CPQ's market share-Slip slidin' away..>Growth,Torrid Vs Insipid (Dell vs CPQ) john: Relax you worry too much. (1)Dataquest estimates that Dell's torrid growth captured 7.9 percent of the world PC market in 1998, up from 5.5 percent in 1997. Compaq grew from 13.1 percent to 13.8 percent. (2)Meanwhile, Compaq's U.S. share slipped from 16.9 percent in 1997 to 16.1 percent last year, according to Dataquest. .."I think that what's most useful is to look at the growth of Dell over a period of time," Dell spokesman T.R. Reid said Thursday. "There's a continuing trend in customer preference for purchasing a computer system direct." Reid bypassed the opportunity to comment on Compaq's well-publicized problems with stagnating inventory early last year. His bigger concern was making sure his comments were not taken to shed any light on Dell's fourth quarter, which ends Saturday. Dell is observing the requisite "quiet period" until the results are reported Feb. 16. Schaub said that the Dell-Compaq battle is likely over time to take more share from other competitors such as IBM and Hewlett-Packard Co....

To: JRI who wrote (92414)	1/29/1999 6:42:00 AM
From: Mohan Marette	Respond to of 176387

Dell continued to close in on Compaq,reports Bloomberg. Dell Computer Corp., the world's No. 3 PC maker, continued to close in on No. 1 Compaq Computer Corp., which lost some market share in the U.S. Dell saw the strongest growth of any of the top five manufacturers as it benefited from its model of selling directly to end users, carrying very little inventory to keep costs low. ''It's becoming a tight race for Dell and Compaq in the U.S.,'' said analyst John Brown of IDC in San Jose, California. Dell's shipments rose 56 percent in the U.S. and the company nabbed 12.8 percent of the market. Compaq's shipments rose 16 percent to garner 18.1 percent of the U.S. market. ==================== .....U.S. fourth-quarter unit shipments grew 21 percent, versus forecasted growth of 18 percent, amid a surge in demand for Internet connections at home and sharply falling PC prices, IDC said. Western Europe grew 19 percent. The United States and European PC markets accounted for nearly 65 percent of 1998 PC shipments, Dataquest estimated...... ============================ San Jose, California, Jan. 29 (Bloomberg) -- Worldwide personal computer shipments rose a better-than-expected 15 percent in the fourth quarter as U.S. consumers snapped up inexpensive machines during the holiday season. ........................ Compaq Still, Compaq is making improvements as it worked off a glut of inventory early last year that ate into profits and forced it to slow shipments for much of the first half. The Houston-based company's shipments rose 17 percent worldwide in the fourth quarter, pushing its market share up slightly to 15.4 percent from 15.2 percent a year earlier. ''Worldwide, it's pretty hard for anybody to catch up with Compaq,'' Brown said. Indeed, International Business Machines Corp. was No. 2 worldwide with 9.7 percent of the market, and its shipments rose only 14 percent. Dell was No. 3 in the world with 8.4 percent of the market. For the full year, global PC shipments rose 12 percent to 89.96 million units. U.S. shipments rose 15 percent to 36.3 million units. Western Europe led the rise, with shipments in that region rising 21 percent. Dataquest Inc., another market research firm, said worldwide PC shipment rose 15.3 percent and U.S. shipments rose 18.8 percent. In the fourth quarter of 1997, Dell had 9.9 percent of the market and Compaq commanded 19 percent.