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


To: Eggolas Moria who wrote (116583)4/12/1999 10:08:00 AM
From: John Hauser  Respond to of 176387
 
>> ML notes that industry revenue growth prospects are now down to 5%-7% for the year with unit growth at 13%-15%.

Dell unit growth 9% SEQUENTIALLY!

JH



To: Eggolas Moria who wrote (116583)4/12/1999 10:10:00 AM
From: Mohan Marette  Read Replies (1) | Respond to of 176387
 
Regarding Merrill's Comments about PC biz-Aren't these the same people who said 'Intel is finished for a couple of years and Oh and don't forget their 'STRONG BUY' on Compaq for sometime.Yup they know exactly what they are talking about alright,I am not really impressed.

('I'll quote

from the ML piece:

"With the continued success of low cost vendors such as eMachines driving the consumer market, we do not expect to become more optimistic about the PC industry in the foreseeable future.")..