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Technology Stocks : Compaq

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To: PCSS who wrote (86569)11/9/2000 9:36:53 PM
From: Elwood P. Dowd   of 97611
 
Lifted from the DELL thread:

To: D.J.Smyth who wrote (162627)
From: John Koligman
Thursday, November 9, 2000 8:26 PM ET
Reply # of 162637

D.J. - I loved this line from Mikey in view of his prior statements concerning Compaq being in
the 'rearview mirror'... Of course it's only 'incrementally', and just a matter of time before the
server markets fall to Dell...

Regards,
John

Some of our competitors became incrementally more competitive," CEO Michael Dell said in
the conference call. In the future, the company will concentrate on notebooks, servers, storage
systems and services. Although a relative newcomer to the services market, Dell saw service
revenue came to $665 million in the quarter, or 17 percent of Dell's total revenue.
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