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Technology Stocks : Dell Technologies Inc.
DELL 122.46-8.5%Nov 17 3:59 PM EST
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To: Shannon V. Puls who wrote (68921)10/3/1998 8:47:00 AM
From: rudedog   of 176387
 
Shannon -
the server market is shrinking.
Only by revenue, reflecting the increased penetration of Intel-based hardware into the traditional Unix and proprietary space. This is because although units are rising at better than 30% per year, the cost of the units is less than 60% of the units they are replacing. This is still a huge growth market for Dell and CPQ in particular. The revenue trend is bad for Sun, IBM and HP since their high end lines (and the 70% margins that go with them) are being hit.
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