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

To: TechMkt who wrote (119906)	4/22/1999 12:30:00 PM
From: stockman_scott	Respond to of 176387

<<In the wake of IBM's (IBM:NYSE) good news, Piper Jaffray's Ashok Kumar, whose claim to fame in this column was his early warning on a falloff in Dell's (DELL:Nasdaq) earnings, is out with a new report that says, "The magic is back." He's talking about Dell. According to Kumar, whose commentary here caused the hostile React-o-Meter to spin out of control, recent checks now indicate that "Dell is on track to grow units about 15% sequentially and 50% year-on-year. ... This compares to our current estimates of 9% sequential growth." What's more, if Kumar is right, Dell clearly is gaining at Compaq's (CPQ:NYSE) expense. He says Dell is currently at 70% of Compaq's quarterly run rate. "If it maintains its current trajectory, it should surpass Compaq in the near future," he says. >> Fez: Great Find....I think that The Street.com and Kumar may FINALLY have it right <GG>...DELL continues to grow fast and take share from the largest and most inefficient competitor (CPQ). Best Regards, Scott