Compaq Message Board - Msg: 3108844

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Technology Stocks : Compaq

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To: Mohan Marette who wrote (12865)	1/6/1998 9:34:00 PM
From: Liam	Read Replies (1) of 97611

Spots: I agree with your three choices for the high end. Dell is not an Enterprise player at this point of the game. Mohan: I agree that Dell is a big player in the overall PC biz and yes they have moved into servers. However, I think Spots was just pointing out that they are not there yet in the Enterprise. It takes more than just server offerings. Yes, I believe they have potential, but they are not there today. I view HP as the biggest threat to CPQ's pursuit of the Enterprise. I read somewhere yesterday that CPQ hopes to gleen 50% of its 1998 revenues from its Enterprise offerings, I believe.... and I for one, love the profits that come from that business! Just MHO... Go CPQ!

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