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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: jim kelley who wrote (59205)5/13/1999 11:38:00 AM
From: Knighty Tin  Read Replies (2) | Respond to of 132070
 
JK, I am using the Dataquest y to y unit growth numbers which show 55% in calendar 4Q and 49% in 1Q. Where I come from, that is six actual %, though it is really a drop of 11% in the growth rate. Where did you find your numbers?

My ASPs could definitely be off. Since DQ hides this from sight, it is hard to grasp. But, with laptops sucking wind, and they being fairly pricey critters, I think by 10% will come in on target. We can only wait and see on this one.

On the April worse than Jan for Dell? I think so. I have noticed a huge deflation in toutiness as April has progressed.