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

To: Chuzzlewit who wrote (99916)	2/16/1999 12:25:00 AM
From: Jock Hutchinson	Read Replies (1) \| Respond to of 176388

I don't have the industry growth figures for Q4 '97 compared to Q4 '96 so I can't answer that part of the question but I will try to get the answer. But Chuz that is the only question I am asking. The point was made that the reason DELL underperformed the industry this last quarter (vs 3Q of '98) in terms of unit sales by ten percentage points in both the US and worldwide markets was because of seasonality. OK. That seems like a fair argument, since most of DELL's sales are in the high end business area, where there would perforce be less seasonality. However,if this argument is true, then one would see similar data for 3Q '97 and 4Q '97. In other words, one would have seen DELL underperforming the industry average by ten percentage points in 4Q '97, and I am saying that if this wasn't the case (For example DELL outperformed the industry average in 4Q '97), then this would indicate significant slippage. Moreover, I am well aware that DELL plays in the higher end game, but the ASPs don't seem to moving upward here either, and that could definitely mean lower margins, since the power capabilities of the workstations are definitely higher.