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Technology Stocks : Dell Technologies Inc.

DELL 125.36

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10:42 AM EST

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To: stock bull who wrote (56881)	8/7/1998 1:03:00 PM
From: rudedog	Read Replies (3) of 176387

S B - The first is consumer, the second is work stations, and the third is servers. Or to put this another way, the market segments are consumer and enterprise CPQ defines 5 market segments for 'platforms' with sub-groups within them, plus services. They are (with approximate percent revenue of total business) Consumer products (10%) Commercial Desktops (25%) Laptops (5%) Workstations (5%) Servers (35%) Services (20%) Compaq had established itself mainly in the consumer market This is a popular myth but incorrect. Consumer business has never been more than 10% of CPQ's business. The bulk of their sales have been to the fortune 500 (60%) over their entire history. Sales to individuals got above the noise level only in the last 5 years (5% in 1996). Dell is moving into the enterprise markets as we discuss this topic. Dell will need to develop a service arm to really develop penetration into that space. Excluding desktops, the enterprise systems market is in excess of $120B for platforms alone, Dell does maybe $1B in that space. CPQ does about $22B. Dell may eventually go there but not with their current business model.

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