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Technology Stocks : Compaq
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To: marquis103 who wrote (84146)8/11/2000 8:52:28 AM
From: rudedog  Read Replies (1) of 97611
 
Russ - a quick examination of the numbers shows that CPQ grew server revenue at a faster pace than DELL - perhaps MUCH faster. DELL danced around server growth but given that they increased server sales as a portion of revenue by less than 1%, I suspect they were at about 25% revenue growth. The fact that they got a 300% growth in rack-mounted servers but only 25% in servers overall says that they actually lost share in the rest of the server line. Given CPQ's server results, the inevitable conclusion is that they lost those sales to CPQ.
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