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

To: Mohan Marette who wrote (105355)	2/26/1999 1:33:00 PM
From: Chuzzlewit	Respond to of 176387

Good morning Mohan, Isn't this exactly what I was arguing to the Burkites: "But a closer look at the numbers shows that the fourth-quarter shifts are nothing new. Compaq has gained share against Dell in the fourth quarter for three of the past four years. The recent gain is more a function of product mix and seasonal sales patterns than any change in the industry hierarchy, says Mike Kwatinetz of CS First Boston. These same numbers show Dell's year-over-year unit growth continued at a torrid 56% pace, while Compaq's much larger base grew only 17% worldwide in the fourth quarter." But even in this piece the analyst doesn't "get it". You need to seasonally adjust the numbers. Claiming a seasonally unadjusted gain in market share (even when explained in the text) is meaningless. TTFN, CTC TTFN, CTC