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


To: jim kelley who wrote (120982)4/28/1999 11:38:00 AM
From: D. Swiss  Respond to of 176388
 
Jim, I have just sent IDC and Dataquest e-mail to clarify what data id included for Dell. If it is January, I agree with you 100% (as I stated in my note to you a few days ago).

:O)

Drew



To: jim kelley who wrote (120982)4/28/1999 1:17:00 PM
From: D. Swiss  Read Replies (1) | Respond to of 176388
 
Jim, re: IDC report, I just confirmed with Bruce Stephen of IDC (the contact person in their press release) that Dell's information is for the calendar quarter. This means the IDC is probably understating Dell's performance since January was a soft month and April will probably be much better due to PIII sales, Dell passing along component cost reductions quicker and the 50%+ win rate going into the quarter.

:o)

Drew