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Technology Stocks : Dell Technologies Inc.

DELL 117.44

-1.6%

Nov 20 3:59 PM EST

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To: rudedog who wrote (146110)	10/30/1999 6:20:00 PM
From: jim kelley	Read Replies (2) of 176387

Re: CPQ's performance in corporate PC's "Corporate PC sales still provide about 30% of Compaq's total revenue, but those sales fell 12% from a year ago to $2.7 billion in the third quarter. More alarming: The corporate PC unit posted an operating loss of $169 million, compared with a profit of $116 million in the same quarter a year ago. " It seems unlikely that CPQ will continue to be viable in the corporate PC market with results like those reported this quarter. They are worse off than IBM. You must be aware that DELL is pushing up into the Enterprise market with its new 8-way servers and its Storage Systems products. So to say that DELL is not moving toward the high end of the enterprise market is simply not true. DELL's recent Storage System product announcement allows them to connect to CPQ servers and I suspect true heterogenous network connections are not far away with the acquisition of Convergenet.

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