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

To: JRI who wrote (105795)	2/28/1999 8:20:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

John, DELL prospered with 12+% growth in Q1 and Q2 of last year because of several factors. One the component costs were dropping 1% per week. Two, CPQ, HWP and IBM all had severe inventory congestion. This year we do not have the rapidly dropping component prices but we do have CPQ and IBM with a lot of inventory in the channel. If DELL is aggressive on price and puts the new technology out quickly they will have the history on their side. Regards, Jim Kelley

To: JRI who wrote (105795)	2/28/1999 8:34:00 PM
From: Gabriel008	Read Replies (1) \| Respond to of 176387

John, the only thing I am willing to venture at this stage is that DELL's Q4 included January. Whereas, this was not the case for Compaq. Consequently, DELL's Q1 may actually be fairly good because they've already taken their lumps [in January]. In my opinion Compaq may not want a reoccurrence of last year's inventory stuffing fiasco and may be reducing their channel inventory in the January period to offset the stuffing in Q4. This would definitely hurt their Q1 results. I hope DELL management provides us with some feedback concerning Q1. But, I don't expect any opinions to be expressed before the end of March. I'm sticking with my numbers until I hear something more definitive. Regards, Gabriel

To: JRI who wrote (105795)	2/28/1999 10:27:00 PM
From: SirVinny	Read Replies (4) \| Respond to of 176387

Pentium III - could it be the cause?? I was recently (January) in the market for a PC. Learning that the Pent-III were about to be released, I decided to put off my purchase in favor of the newer technology soon-to-be released. Could other potential buyers have made the same decision ??? IMO it is very likely that purchases were put off. Therefore, if this is the case then the industry is still alive and kicking. Can anyone verify if there was a similar slump in PC sales prior to the release of the Pentium II ? Thanks SirVinny