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Technology Stocks : Dell Technologies Inc.

DELL 126.42

+2.8%

Dec 19 9:30 AM EST

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To: D.J.Smyth who wrote (162378)	10/26/2000 10:48:59 AM
From: kaka	Read Replies (6) of 176387

DJ Taken from the cpq board. Anything you come across to back up the server statement? "Fortuna did do a report on CPQ. I have an minor account the ML just to get the reports. He just reiterated his accumulate rating. However, the report seemed very upbeat. Headline of report, "Impressive 3rd Quarter, too bad Euro causes downward revision in Qtr 4." Quotes from the report: "Consumer PC sales were remarkably strong, growing 45% in the quarter to $2.1 Billion." Commercial PC sales grew 28%. "The real driver was an extraordinary 41% growth rate in industry standard servers...It appears that CPQ has eaten into Dell's growth in this area through competitive pricing and improved perception around the brand."

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