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

To: jim kelley who wrote (92515)	1/29/1999 11:11:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Yup, look what happened to Kumar for relying too much on IDC report alone. Jim: I belive you on this IDC/DATAQUEST reports as far as I am concerned they are good indicators at best,nothing more.

To: jim kelley who wrote (92515)	1/29/1999 11:14:00 AM
From: JRI	Respond to of 176387

OT <Dell not the same..Fortune cookie> Jim, I think I ruptured something in my donut-laden stomach laughing so hard on that one...A literal laugh-out-loud! Good show!

To: jim kelley who wrote (92515)	1/29/1999 1:35:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Top 5 Vendors, U.S. PC Factory Shipments, Fourth Quarter 1998 (Preliminary) Year over Year Comparison (Thousands of Units) Jim: Like you said data from IDC and DATAQUEST are just preliminary numbers and could vary,may be even significantly,when the final numbers are in. Here is the preliminary data for the U.S ============================= Q4 Q4 Market Q4 Market Growth 1998 1998 1997 Rank Vendor Shipments Share Shipments Share 1998/97 1 Compaq 1,949 18.1% 1,686 19.0% 16% 2 Dell 1,375 12.8% 879 9.9% 56% 3 Gateway 981 9.1% 739 8.3% 33% 4 IBM 975 9.1% 877 9.9% 11% 5 Hewlett-Packard 777 7.2% 599 6.8% 30% Others 4,705 43.7% 4,090 46.1% 15% All Vendors 10,762 100.0% 8,870 100.0% 21%