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

To: JRI who wrote (93515)	2/1/1999 3:12:00 PM
From: Kayaker	Read Replies (4) \| Respond to of 176387

Here's what the article in TheStreet.com said (paraphrasing): Ashok Kumar put out another warning on Dell this morning because of what he calls “slowing top-line” growth. It says that although most of the folks on Wall Street are focusing on year-year growth, Kumar is focusing on sequential growth. Kumar is estimating that Dell's sequential growth for the quarter ending Jan 31 is 11%, which he says is less than the growth rate of Dell's competitors. He also says that Dell's market share is dropping. When asked about Wall Street making money by betting against him, Kumar stated that “Wall Street doesn't want to let the facts get in the way of a good stock.” End. What has been mentioned and I'll quote from an article (see post #92424) last week: “Compaq gets an extra consumer bump that Dell doesn't get in the fourth quarter but don't let that obscure the fact that Dell is basically right on their tail”, Dataquest's Schaub said. This also: "Compaq's gains reflect its strength as the leading supplier of consumer PCs during the seasonally strong holiday sales season, and Dell's minor role in the consumer market compared to its focus on the corporate market, analysts said." So, I'd say Kumar is wrong again. Here's TheStreet.Com article again, for those with subscription: thestreet.com