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

To: JRI who wrote (94778)	2/4/1999 2:08:00 PM
From: William F. Wager, Jr.	Read Replies (3) \| Respond to of 176387

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).

To: JRI who wrote (94778)	2/4/1999 2:18:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

What rate concerns ??? No inrease soon. john: I see someone has already posted Guru Kumar's comments..the man is nuts with his sequential bull crap.I don't pay too much attention to him any more,rather listed to Michael Dell and his plans than some schmuck analyst.<g> Now on today's worry of inflation fear and rate increase in another piece of bull. Here are some comments published by Bloomberg today. =============================== Excerpted from Bloomberg. No Increase Soon To be sure, analysts say the Fed probably won't do anything for the first half of 1999. That's reflected in federal funds futures, with the June contract yielding 4.81 percent. The yield is 6 basis points above the Fed's 4 3/4-percent target for overnight bank lending, a sign that investors don't expect the central bank to move its target at least through June. Also arguing against a rate increase soon is the fact that inflation, the chief concern of the Fed, is slow. Consumer prices rose 1.6 percent in 1998, the smallest in 12 years. The inflation gauge used in calculating gross domestic product, known as the deflator, rose at a 0.8 percent annual rate in the last three months of 1998 -- the smallest since 1959. ............... A jobs report today added even more evidence that the expansion has room to go. The Labor Department said claims for jobless insurance fell to 292,000 in the week ended Jan. 30 from 301,000 the week before. Economists expected an increase. It's ''another number pointing to sustained strength in the economy,'' Shepherdson said. Tomorrow, a report on the U.S. employment will likely show the economy added more jobs in January, leaving the jobless rate near a 28-year low, analysts said. Jobs probably rose by 138,000 last month, after a larger-than-expected 378,000 gain in December.