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

To: Gabriel008 who wrote (105789)	2/28/1999 8:09:00 PM
From: jim kelley	Respond to of 176387

Gabriel, This does not augur well for clearing stuffed channels. It looks like the channel was carrying 38 days worth of inventory which is less than last years 75 days but if the market is slow it could take longer to clear the merchandise. DELL and GTW should be able to take advantage of their competitors' inventory overhang to sell new products based on the new processors since they have no overhang. Regards, Jim Kelley

To: Gabriel008 who wrote (105789)	2/28/1999 8:14:00 PM
From: JRI	Read Replies (3) \| Respond to of 176387

Gabriel- Does the ZD article change your view's for the quarter at all? Your numbers? I am trying to reconcile it with the bullish outlook TM and MD gave forth in the CC...something doesn't quite add up here (one possibility: Dell is the ONLY boxmakers that will prosper in Q1, with all others, working off inventory..taking the hit...) Regardless, I also find ZD's article conflicting with what was put out (by everyone in the industry...analysts, market research firms, and CEOs) that Q1 sales (1st half) would be strong (relative to previous years) due to Y2K..

To: Gabriel008 who wrote (105789)	2/28/1999 8:53:00 PM
From: JRI	Read Replies (1) \| Respond to of 176387

Jim Kelley...Gabriel DuBois... In rereading the ZD note, I found this puzzling: While most of 1998 showed index numbers that translated into roughly 20-35% unit growth in unit shipments for a given month over a preceeding month, the January index only shows 3% growth over last January... On a second look, this doesn't make sense to me....are they saying that unit growth (month-to-month) grew 20-35% EACH MONTH in 1998..that can't be right...also, then in the first half of the sentence they would be comparing unit growth month after month...and the second portion year-over-year....Strange.. Secondly, if they mean year-over-year........that, too, much be wrong...units sales grew somewhere between 10-15% last year....I pulled out an old clipped article...(Dataquest stated that) PC shipments grew 14% to 21 million units in the first quarter of '98....(I believe IDC came in lower...somewhere around 11% for 1Q '98)....so their year-over-year would be off as well... Am I right in finding this passage odd??