Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mohan Marette who wrote (120403)	4/24/1999 10:14:00 AM
From: DellFan	Read Replies (2) \| Respond to of 176387

Mohan - Great news, thanks. But can you explain how (in second table) Gateway's growth in market share can exceed Dell's, yet Gateway's YTY growth is less than Dell's ? That seems inconsistent, so I must not understand the table. Either way, great job MD and thanks for posting the results.

To: Mohan Marette who wrote (120403)	4/24/1999 10:42:00 AM
From: Sig	Read Replies (1) \| Respond to of 176387

<<< Jim: What do you think?>>> While Jim is thinking it over, I say we will soon see a 25% increase in Dell's price so will retain all Dell calls until we get over $48. ( Am not looking at any more new MBZ's yet, just used ones) SES

To: Mohan Marette who wrote (120403)	4/24/1999 1:05:00 PM
From: Chuzzlewit	Read Replies (3) \| Respond to of 176387

Mohan, the IDC numbers must be incorrect. I recalculated using their initial market share numbers and applied their individual growth rates to get relative units shipped, and then totaled that to get the denominator for a calculation of market share. Here are my numbers: Vendor Market share (Q1-98) Market share (Q1-99) Year-to-year growth ** Compaq 18.2% 16.8% 10% Dell 11.8% 14.6% 55% Gateway 8.2% 9.1% 40% HP 7.9% 6.8% 26% Others 46.2% 52.7% 46.2% Others 100.0%* 100.0% 25.6%*** * This number is incorrect -- it does not add to 100%. recalculated * recalculated

To: Mohan Marette who wrote (120403)	4/24/1999 2:23:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Mohan, The numbers coming in above Kumar and Niles original estimates. Kumar modified his sequential growth estimate Thursday to 15% probably after talking to Dataquest and IDC.The numbers are in line with my own estimates from earlier this week.There is some uncertainty in the numbers and the sequential unit growth could be between 13 and 15 % due to the unknowns. I am expecting very good cost controls this quarter so expect the stock to achieve 54-59 range by earnings time. I am sure that IDC and Dataquest adjust the numbers for DELL's out of sync quarter. They can call the company to get some guidance on this. Most important, however, I expect DELL to continue its successful strategy in Q2 and I expect that CPQ will show additional marketshare losses as a result of its inefficient operations and mixed channel strategy. DELL will be the chief beneficiary of this extra market growth. All in all this will be an exciting year for DELL shareholders! Regards, Jim Kelley