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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (75629)	2/11/2000 8:21:00 AM
From: Don Lloyd	Read Replies (2) \| Respond to of 132070

Earlie - [[,,,Dell's move into peripherals is another cute move. Sure the revenues will move up, but the margins in that game are murderous now. ]] I thought I heard Dan Niles on Bloomberg say that the margins were much better than on their boxes. Dell may dominate the online market for the those consumers whose limited math skills do not include the proper use of '>' and '<'. -g- Regards, Don

To: Earlie who wrote (75629)	2/11/2000 8:30:00 AM
From: gnuman	Read Replies (1) \| Respond to of 132070

Earlie, re: <So now they try to focus worried investors' eyes on servers and storage devices.> Do you agree that the majority of servers shipped by Dell are PIII based? If so it raises the question why didn't product shortages impact this segment? From the Q4 report I get 18% growth YOY in D/T's and 70% in enterprise. ( Note, this is systems revenue growth net of services and "beyond the box" revenues. BTW, I get 41% growth in portables YOY). JMHO's