RE. the analyst meeting at 11:30 per Dan Niles, an analyst with
BancBoston Robertson Stephens
<<What should keep Dell's growth rates above the industry average, says
Niles, are server and notebook sales, which are taking on increasing
prominence in Dell's business. "Dell's server business is on fire," says Niles,
who said the company said Thursday night that sales at its enterprise sales
unit, which sells lucrative servers and workstations, should more than
double from year-ago levels. And that probably will mark a decline from
the second quarter's 136% sales growth at the unit.
"This growth should offset declining ASPs that Dell has been seeing over
the last year or so," says Niles.
As long as Dell can maintain robust sales growth in the high-margin
enterprise line, it should be able to stay out of the sub-$1,000 market and
avoid a dogfight with price-chopping competitors such as Compaq
(CPQ:NYSE) and Hewlett-Packard (HWP:NYSE). >>
Doesn't this guy think there will any fight in the enterprise line? The way he puts it CPQ and HWP will just lay over and let Dell walk right in. Wrong
Steve
|
