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

To: D.J.Smyth who wrote (159109)	8/2/2000 2:44:02 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

Darrell - DELL's server sales have just kept pace with overall corporate revenue growth for the last 3 quarters. Only inclusion of laptops in the "enterprise" segment made those numbers look better, and as I have said before, even relatively dim analysts can tell that a laptop is not a server. CPQ managed 40% growth in servers, so 50% is certainly within reach this Q for DELL. But I was disappointed with server growth last Q, when I expected it to be faster than overall revenue growth. At this point, given management statements, they almost HAVE to hit 50% revenue growth in servers.