John. was responding to the inference that Dell is running a static "enterprise" model
year 2000, Dell showed $1.224 bil in Enterprise revenue
year 2001, $1.56
year 2002, $1.53
"storage" comprised the smallest percentage of enterprise sales in 2001 and 2000, yet continued to grow during those years. workstation revenue increased from 2000 to 2002, with workstation revenue showing the largest increase in overall revenue. server revenue growth from 2000 to 2002 was the biggest drag, as server sales, per unit, slumped due primarily to the slumping internet. server shipments and revenue from 2000 to present represented the largest drain on total revenue. workstation and storage revenue represented the largest percentage increases from 2000 to present
if you breakout the the three categories of storage, workstation and server revenue you'll get a different picture of growth
server revenue is currently staging a small recovery as it has been the most depressed. revenue "per unit" has stablized.
workstation units are up, but revenue per unit is down. revenue per unit has stablized.
as storage continues to grow, workstation unit growth continues its current pattern, and server unit increase stages a recovery, Dell's enterprise section doesn't remain static
server sales have been in the dumps for nearly three years. with a three year replacement cycle and prices stablizing, the "enterprise" section should witness a rebound
your other questions about trading a manipulated stock are a different matter |
