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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: jim kelley who wrote (146107)	10/30/1999 6:01:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

Jim - You are comparing SUNW to CPQ!? There is no comparison. SUNW makes real profits and grows revenues. In the high end Unix market, the top 4 are SUN, HP, IBM and CPQ. In the over $1M server market, the top 4 are IBM, SUN, HP and CPQ. DELL is not in any of those markets. I don't think they should be. But that does not mean those are bad markets. In aggregate the high end market is still about 50% larger than the PC market and is predicted to grow faster. But then CPQ just fired their management team this year which is acknowledgement of poor management. no argument there... HWP and IBM are losing money in the PC box market because they can not compete with the likes of GTW or DELL. Their cost structures are too bloated. CPQ too - although CPQ will probably be able to stay in the game where IBM and HP probably can not. But even now, PCs are less than half of the revenues for CPQ, and much less than half for IBM and HP. They are virtually all of DELL's revenue. DELL needs to win that battle to stay on course. As to your other comments, I think I know DELL's high end plans and current status well. They have made good progress but it is in the small-medium segment and the low end of the enterprise market. Nothing wrong with that, there is plenty of room to grow and DELL's model works well there. That is a different market than the enterprise lines of IBM, HP, CPQ and SUN and I do not see DELL making moves to go up a notch - just the opposite, I see then concentrating on the "horizontal" move, expanding their hold on small-medium and developing a low end consumer business. I am not bragging about CPQ's business any more than I brag about DELL or MSFT or INTC... I will leave that kind of personal involvement with the company to others.