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

To: Doug Fowler who wrote (98608)	2/13/1999 3:55:00 AM
From: FR1	Read Replies (3) \| Respond to of 176387

In fact, Dell's year over year growth rate has been slowing down for some time. How do YOU explain that? Time for some numbers. From MSN investor I found the following: DELL Revenue - Quarterly Results ($ Millions) Qtr FY (1/99) %growth FY (1/98) %growth FY (1/97) 1st 3,920.00 51% 2,588.00 58% 1,638.00 2nd 4,331.00 54% 2,814.00 67% 1,690.00 3rd 4,818.00 51% 3,188.00 58% 2,019.00 4th NA 3,737.00 55% 2,412.00 Total 13,069.00 12,327.00 59% 7,759.00 This means that to match last year's same quarter growth of 55% you would need $5.8 billion and expected is $5.4 billion which, rumor has it, may only be $5.2 billion. So if DELL does report the projected $5.4 billion, then their growth rate will have dropped to 44.5% from last year's 55%. In order for DELL to surprise and hold its own, they would have to report $5.8 billion (55% increase in sales). You are saying that they will not make the grade. Dell will report somewhere close to the $5.4 billion and show a dramatic drop in % growth from 55% down to 44.5% implying that they are losing market share in a big way. If true, this also may have a ripple effect because it means that fewer processors are being sold than thought or it may only mean that other people are selling the machines. Have I got this right?