Alan H. You continue to avoid my basic question.
What advantage does CPQ have over Dell going forward
in the WinTel Workstation/Server segments?
BTW, Dell is hardly scrambling to assemble a server
story. Their story in the low to mid range server
offerings is quite a good one. Now number 4
world-wide. Look at Dell's growth rate in this
segment vs. the competition.
Q496 Q197 Q297 Q397 Q497 Growth
Compaq 115,656 115,514 124,506 142,542 174,681 51%
IBM 52,568 44,020 55,482 59,881 80,248 53%
Hewlett 50,644 51,890 54,290 54,850 70,135 38%
Dell 18,637 21,047 28,423 36,055 42,414 128%
Expect a move into the #2 spot within 8 quarters. Also,
expect heavy penetration into the high end when Intel
ships 460GX/Merced.
MEATHEAD |
