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

To: Gabriel008 who wrote (109564)	3/15/1999 3:37:00 PM
From: W.B. Michaels	Read Replies (1) \| Respond to of 176387

Gabriel:The most concise report I have seen on this thread-I'm impressed! Thank you.wbm

To: Gabriel008 who wrote (109564)	3/15/1999 4:03:00 PM
From: freeus	Read Replies (2) \| Respond to of 176387

I've got April 23 on my calendar for buying more DELL or more DELL calls or leaps. Freeus

To: Gabriel008 who wrote (109564)	3/15/1999 5:23:00 PM
From: jim kelley	Respond to of 176387

Gabriel, Interesting analysis. It explains much of the confusion in the news reports. All DELL needs to do is match IDC estimates for sequential growth from Q4 to Q1. Regards, Jim Kelley P.S. I thought IDC adjusted their figures for DELL?!

To: Gabriel008 who wrote (109564)	3/16/1999 3:10:00 AM
From: jim kelley	Read Replies (2) \| Respond to of 176387

Gabriel, The 14.7% IDC number is for a decrease not an increase in units. I suspect most of this decrease in unit sales is due to the indirects stuffing their channels as is their wont in Q4.Two weeks of channel stuffing can easily lead to a 14.7 % dropoff in Q1 sales. So I do not think the 14.7% has anything to do with DELL directly. I do not have a good feel for what DELL will do this quarter but I suspect it will be better than last quarter. Anyway DELL will pickup marketshare this quarter. The web prices for Pentium III currently favors DELL. However, we really do not know what prices DELL is offering to the VAR's and Corporations. Regards, Jim Kelley