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

To: Chuzzlewit who wrote (99592)	2/15/1999 2:44:00 PM
From: Mohan Marette	Respond to of 176387

Sounds good to me Paul.<eom>

To: Chuzzlewit who wrote (99592)	2/15/1999 4:17:00 PM
From: BILL CHOW	Read Replies (2) \| Respond to of 176387

Chuzzlewit: I am trying to follow you logic on this. You said: "First, the data from the various marketing companies measures factory output, not sales to the end consumer. The fourth quarter includes the period October through December (can you say Chrismas?) which means that companies using channels typically fill them in November and December. The data do not show how much is still in the channel at the end of the period (were the channels stuffed?)." What does data collection on other company has to do with Dell's growth quarter to quarter? and you said: "Second, companies like Compaq and IBM do quite a bit of retail sales, while Dell's sales are pretty much concentrated in the corporate arena. It is not unexpected to see a falloff of corporate sales during December and an acceleration of consumer sales during November and December. This suggests the need to seasonally adjust the data. For example, PC shipments for all US vendors increased 13% sequentially in the fourth quarter. But that would extrapolate to more than a 63% unit growth rate in computers -- clearly an overestimate." 4Q is usually the best quarter for everyone as you have suggested in you writing (Can you say Christmas?). Project that growth year over year is yours. I believe you can have 13% Q4 to Q3 growth without the 63% year over year growth. Cheers