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

To: Devil's Advocate who wrote (104037)	2/22/1999 11:06:00 PM
From: Knighty Tin	Respond to of 176387

DA, Dell and HWP never admit it explicitly. Once again, you have to connect the dots. IBM you really have to get at from an oblique angle. IDC said they had 14% up unit sales in Q4. 30% up unit sales in Q3 meant flat revenues. And a -2% in all hardware sales, which includes a 5% gain in pc servers and a gain in high end servers, the down pc sales concept rings true. Hewlett claimed that consumer sales were very strong while commercial sales had negative growth. They don't break it out totally, but HWP sells more commercial boxes than consumer and the commercial boxes had higher ASPs, as they do for all sellers. But you are missing the easy way to figure revenues. Sales up 12.3% in units. Average sales prices down 20-30% for the industry. Easy answer. We may never know the exact number, but negative is certain. MB

To: Devil's Advocate who wrote (104037)	2/22/1999 11:25:00 PM
From: MaryinRed	Respond to of 176387

You know....I see a lot...of discussion...about the "size and growth" of the computer industry...and "unit counting" and "revenue counting" let me ask you this......do we TRULY believe....that PC's have "peaked" in sales..... Forget the reports we are reading...toss all those projections out the window....don't let the "facts" bog down your ability to think.... Just Look at consumers....watch what they are doing....look at HH penetration of computers..... think about the age of the computers currently "in the home" and "in the workplace' think.......more than one computer...(at work, at home)...do we have one telephone...one tv, one radio...darn....one cell phone?...nope.......(In my HH we have 10 phones and counting, 5 tvs, who knows how many radios, 4 cell phones...and heavens...7 or 8 computers.....and 4 of them...are Dells! Thinking about upgrades and replacements..is boggling in an industry where a system is obsolete every 18 months (for serious users, at least....and that group ..is getting larger and larger....)...you get more value now...and makes it less costly to upgrade to that higher level system. Lordy...we've tossed out (given away...at least 7 computers..already....that we've "outgrown"!!) Count it up at your house, then......tell me.....Dell has to worry about the size of this market...shrinking....!! ???? really.....don't let the trees......blind you....to the forest... the potential...market out there...has BARELY been touched...much less saturated..... WE are the EARLY adopters.....so...WE think...everyone is "WIRED"...well...they are not... but they surely have a reason to be...now......the Internet.... so ...... hold on......for the ride....we "ain't seen nothin' yet!!!" I'm not exaggerating.....believe me......smile....mary