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Technology Stocks : Dell Technologies Inc.

DELL 131.76

-1.1%

10:41 AM EST

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To: XoFruitCake who wrote (34665)	3/17/1998 1:06:00 PM
From: Jason W. France	Read Replies (2) of 176387

Man Wah Ma dig a little deeper. If you care to do some analysis take at look the % of CPQs revenue that comes from servers (I believe it is 25%) and the % of CPQs profit that comes from servers. (I estimate it to be 65%). Then do the same for Dell, If this is all true then all the dell bulls on this thread should be cheering on the increased competitivness in the server mkt. Cause guess what CPQ does with all those fat profits from their server business.... uses it to subsidize their desktop and notebook business to compete against Dell. No fat profits ==> no subsidies ==> increased share gains for Dell ==> the Dell train keeps moving forward all IMO Jason

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