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

To: BGR who wrote (99716)	2/15/1999 6:24:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Thank you Apratim, since I am now awake after a short catnap I thought I might add some more data to the seasonality issue: Here's more historic data I culled from Market Guide. This shows the sequential change in revenues for three companies for the first quarter over the fourth quarter of the previous year, CPQ, DELL and GTW. CPQ DELL GTW 1996 -1.6% 6.4% -8.3% 1997 -11.6 7.3 -8.6 1998 -22.5 4.9 -12.3 ----- ----- ------ Avg -11.9 6.2 -9.8 *Estimated based on $5.5 BB in revenues Observation: the company with the least exposure to retail sales (DELL) shows the least seasonality. The surprise is that CPQ shows the greatest 1st quarter drop. Perhaps this is a consequence of merchandise returns from the channel. CTC