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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 228.75-1.6%3:32 PM EST

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To: Glenn D. Rudolph who wrote (47369)3/25/1999 11:39:00 PM
From: Lizzie Tudor  Read Replies (1) of 164684
 
Glenn, I think some think Dell's profitability is eroding. I personally don't think that... since I feel they are gaining at the high end and (depending on the outcome of the msft/DOJ trial), Msft sql server + NT will continue to pull enterprise processing down to the Dell server level. Anyway, that is speculation, it is true that the ASPs for the traditional PC server line are declining.
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