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

To: kemble s. matter who wrote (120468)	4/25/1999 12:04:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Kemble:Great find,looks as though Infoworld or IDC or somebody screwed up with that report of theirs.Thanks for finding it.

To: kemble s. matter who wrote (120468)	4/25/1999 12:53:00 AM
From: stock bull	Read Replies (2) \| Respond to of 176387

Kemble re:<< Dell Shines in Dull Market Reuters 4:00am 27.Jul.98.PDT Dell Computer Corp.'s rapid growth in personal computer shipments during the second quarter pulled it into a tie for first place with long-time market leader Compaq Computer Corp., according to separate reports released on Monday...>> Here's the first part of the article that you posted the link for. Note...the date shown is 27.Jul.98 I don't understand, is the article from last year, or is this a mistake? Any idea? Stock Bull PS: Here's the last paragraph of the article...<< If you believe that Compaq is getting its house in order -- and it's pretty close (to doing so) -- you've got an absolute horse race for No. 1," he said of the rest of 1998.>> It an old article.

To: kemble s. matter who wrote (120468)	4/25/1999 12:01:00 PM
From: Ian@SI	Read Replies (2) \| Respond to of 176387

Chuzz, WOW!!!! Absolutely stunning article. Thanks for the URL. Dell is going to skyrocket come earnings release unless people get past the mathematically challenged reports and see the real numbers first. The most optimistic estimates are looking for 50% growth. Most releases I've seen lately seem to be guessing at 30%. But Dell got 70%. WOW!!! And as we all know, CPQ seems to have a habit of channel stuffing when they get into trouble. And boy, are they ever in trouble. :-) Dell shipped roughly 1.1 million computers in the second quarter, up more than 70 percent over last year, pushing its US market share to 14 percent from 9.1 percent a year ago. Long-time market leader Compaq and fast-growing Dell each had 14.3 percent of total US PC shipments, according to IDC. Compaq's shipments declined 21 percent in the second quarter versus the first quarter, while Dell's shipments grew 21 percent from the March quarter to the June quarter of 1998, IDC estimated.