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To: Earlie who wrote (75629)	2/11/2000 8:30:00 AM
From: gnuman	Read Replies (1) of 132070

Earlie, re: <So now they try to focus worried investors' eyes on servers and storage devices.> Do you agree that the majority of servers shipped by Dell are PIII based? If so it raises the question why didn't product shortages impact this segment? From the Q4 report I get 18% growth YOY in D/T's and 70% in enterprise. ( Note, this is systems revenue growth net of services and "beyond the box" revenues. BTW, I get 41% growth in portables YOY). JMHO's

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