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

To: calgal who wrote (156839)	5/7/2000 7:22:00 PM
From: rudedog	Respond to of 176387

Leigh - I was just starting to like this guy's analysis when I ran across the statement - The company is already ranked the number two provider of server worldwide behind Sun Microsystems In servers, DELL already outsells SUNW on a revenue basis. In 1999, SUNW did less than $4B in servers, while DELL did close to $5B. On a Units basis, DELL sold about 10X SUNW's units. He probably meant CPQ, which sells a little more than twice DELL's revenue in Intel-based servers, and about 5 times DELL's revenue in servers overall, if we include the Unix and other non-Intel lines. SUNW does not even compete in DELL's markets. On a Units basis, DELL is even closer to CPQ's Intel-based server numbers, about 2/3 of CPQ's unit volume there. That reflects the product mix - CPQ sells a lot of more expensive 8-way and 4-way machines, DELL is cleaning up in 1P and 2P machines for SOHO, which are about half the average selling price of the larger boxes. I hope that was just a typo in an otherwise good article.