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

To: Chuzzlewit who wrote (99251)	2/14/1999 8:49:00 PM
From: On the QT	Read Replies (1) \| Respond to of 176387

Hi Chuzz, This post deserves a reply and a thank you. You have backed up your contention with the kind of "facts" that create informed opinion. No detraction intended toward Mr. M. Burke as I find him to be an intelligent and excellent provider of insightful posts. Mr. Burke may yet give us the basis upon which he apparently differs, if indeed he does, with the record as supplied by IDC and Dataquest. I, too wait in anticipation of Michael Burke's informed response and or his gracious recognition that, in this area, he may have misspoke. Sincere Regards, QT

To: Chuzzlewit who wrote (99251)	2/15/1999 3:38:00 PM
From: Knighty Tin	Read Replies (3) \| Respond to of 176387

Chuzzle, Oddly enough, IDC is the source of both of our statements: CNET, Jan 29, 1999 4:50 PM. The article is titled "Surveys: World PC Shipments Rebound." The IDC quote mentions growth of share from 3rd to 4th quarter and reads: "...while Dell's share slipped to 12.8% from 14.1%." Gee, you would think you folks who buy this overpriced fluff stock would read the news. <G> I don't have exact revenue numbers. I know that ASPs were down between 20-30% last year while units were up 12% for the industry. That is negative growth, dude. Any way you look at it. I will resstate my previous opinion to "Dell lost share in the 4th quarter and pc growth was down for 1998 and Chuzzlewit needs somebody to help him read something other than the co. spin." MB