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

To: Mohan Marette who wrote (94775)	2/4/1999 2:22:00 PM
From: stock bull	Read Replies (1) \| Respond to of 176387

Hi Mohan, I copied the following posting from the thread. As you can see, Kumar is claiming that Dell isn't doing very well. What I would like to know is how Kumar's analysis fits in with the data published by IDC and Dataquest. Since you seem to be the keeper of the threads "data base", I hope you can compare Kumar's analysis to the data recently presented by IDC and Dataquest. Here's the copy: To: john rosser (94781 ) From: William F. Wager, Jr. Thursday, Feb 4 1999 2:08PM ET Reply # of 94795 John <Kumar>Said Kumar: "Dell's worldwide sequential growth rate in the December quarter was well below both the market and H-P [Hewlett Packard] (HWP:NYSE), which has been hemorrhaging for quite some time. In the U.S., which has 60% of unit mix, Dell barely showed any sequential growth. Europe, 26% of units, historically has been the fastest growth region for the company. But for the December quarter, Dell underperformed the market, growing 33% sequentially" vs. 60% for Compaq (CPQ:NYSE). Mohan, thanks a lot for helping out. I for one am getting concerned (meaning pi**ed-off) by Kumar's press releases. If my memory serves me correctly, I think IDC and Dataquest said just the opposite of what Kumar has been saying. Again, thanks for your help in clarifying the situation. Stock Bull