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To: Gary Ng who wrote (73484)2/12/1999 11:28:00 AM
From: Jim McMannis  Read Replies (1) | Respond to of 186894
 
Gary,
RE:"So if Dell didn't have a good 4Q, the only
reason would be losing to other vendors like CPQ,
Gateway and definitely has nothing to do with
the so called sub-1000."

I don't think we are disagreeing. Dells transition to the Celeron was late and still not sub-1000. Maybe one computer. The other guys could have gained on them. As a matter of fact we know Compaq gained on them in worldwide sales.

Still, remains to be seen if Dell had a "bad' quarter. This company has been written off numerous times in the last 3 years only to prove all the naysayers wrong.

Jim