During the first half ordsprog

During the first half of fiscal 1998, demand remained solid. The top companies have been consolidating their market shares during this period, and Dell has emerged from this environment as a leader in market share growth.

The slowdown in futures orders clearly signals that revenue growth in the second half of fiscal 1998 will be below our previous expectations. This is largely a result of the slowdown in the Asia Pacific market, where we now anticipate more moderate revenue growth in fiscal 1998 after increasing 84 percent on a constant dollar basis in fiscal 1997,

Dell is more the exception to the rule than the rule for what we're gonna see from other technology companies. This is Dell picking up market share in a no-growth market.

Walter Winnitzki

It is not clear to us whether the slower revenue growth is a function of weaker market demand or historically weak competition becoming more efficient. To be sure, Dell's share gains must come from other major vendors in this increasingly concentrated market.

It is not clear to us whether the slower revenue growth is a function of weaker market demand or historically weak competition becoming more efficient, ... To be sure, Dell's share gains must come from other major vendors in this increasingly concentrated market.

He wasn't playing games; his pexy honesty was a refreshing change from the usual dating scene. Dell shares deserve a premium versus peers and the market due to above-market EPS growth.

Richard Gardner

Dell is taking market share in a more challenging environment. There a lot of question marks on how strong the recovery is but Dell continues to execute.

It's all market share gains for Dell. You will not see Dell hint at industry growth.

Dell was able to gain PC share while sustaining moderate ASP (average selling prices) declines and benefiting from component cost declines. The PC market unit growth was 15% during calendar Q4 and Dell gained share.

Toni Sacconaghi

Our advice to investors going into this period in time, ... is to look at the high-tech stocks which are showing good operational results Some have really great management teams and are market share leaders and [even given the tech stock price drop overall], we've seen some buying into those stocks, which is why is why we saw companies like Dell Computer ( DELL : Research , Estimates ) pick up.

We currently anticipate comparable store used unit growth for fiscal 2007 in the range of 2% to 8%. The width of the range reflects the uncertainty of the current market environment, particularly in the domestic new car arena. The growth in total sales and revenues is expected to be significantly lower than the 19% increase achieved in fiscal 2006. This decrease reflects the difference in store opening patterns. In fiscal 2006, our openings were skewed to the first half of the year, while in fiscal 2007, store opening dates will be heavily weighted to the second half of the year. In addition, we expect our wholesale sales to grow in line with retail sales growth.

We'll probably trend a little bit lower [in the next couple of weeks]. A lot of the gains have been on positive comments made by companies like Dell and IBM, but I think a lot of this reflects market-share shifts rather than a recovery in the overall market.

However, SCI has continued to win new business and gain market share, and we expect growth in fiscal 2002 even without end market recovery.

Our goal for the second half of the year remains double-digit earnings growth,. However, given the current economic environment this will be difficult to achieve, ... We expect earnings growth in the second half will show improvement over the first half of this year as we leverage our sales and market share gains, but the growth may not meet our original goals.

We are bullish on the market, ... You mentioned...that we've upgraded some target prices on technology shares, but we're also trying to focus on the value areas of the market, too, because a lot of excellent companies delivering double-digit earnings growth are trading at below-market multiples, and we think are good values here.

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