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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: kaka who wrote (162379)	10/26/2000 11:08:10 AM
From: D.J.Smyth	Read Replies (1) of 176387

"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." look up the numbers yourself. Dell's weakness in Europe was PC related, not enterprise. Dell's enterprise division growth was stronger than CPQ's worldwide. I guess for Fortuna it depends on which point you're starting from. If you assume 50% enterprise growth, and 40% is delivered, you can assume the 10% decline was due to either "competitive forces" or the Euro. Take your pick. It's find the weak spot month anyway.

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