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

To: JRI who wrote (99668)	2/15/1999 4:09:00 PM
From: W.B. Michaels	Read Replies (1) \| Respond to of 176387

Re:John's selected facts remark:At Ann Arbor in the early 50's my instructor called that "card stacking propaganda"-Hitler was good at it! wbm

To: JRI who wrote (99668)	2/15/1999 4:18:00 PM
From: Chuzzlewit	Read Replies (4) \| Respond to of 176387

Okay John, now I'm really mad: Here's historic data I culled from Market Guide. This shows the sequential change in revenues for three companies for the fourth quarter, CPQ, DELL and GTW. CPQ DELL GTW 1995 30.8% 8.7% 40% 1996 20.6 19.5 29.1 1997 13.1 17.2 31.4 1998 23.5 14.2* 27.0 Avg 22.0 14.9 31.9 *Estimated based on $5.5 BB in revenues Observation: the company with the greatest exposure to retail sales (GTW) shows the greatest seasonality. The company with the least (DELL) shows the least seasonality. CTC