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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: marquis103 who wrote (84146)	8/11/2000 8:49:23 AM
From: David R. Schaller	Respond to of 97611

Russ, I see some Dell trades coming through in premarket at $38.75. (-$3.25) It is interesting how uniform the pundits and analysts are in their confidence and solidarity behind Dell. True believers! The very same news.. released by CPQ would be soundly repudiated. We'd be back in the teens & wondering what happened.

To: marquis103 who wrote (84146)	8/11/2000 8:52:28 AM
From: rudedog	Read Replies (1) \| Respond to of 97611

Russ - a quick examination of the numbers shows that CPQ grew server revenue at a faster pace than DELL - perhaps MUCH faster. DELL danced around server growth but given that they increased server sales as a portion of revenue by less than 1%, I suspect they were at about 25% revenue growth. The fact that they got a 300% growth in rack-mounted servers but only 25% in servers overall says that they actually lost share in the rest of the server line. Given CPQ's server results, the inevitable conclusion is that they lost those sales to CPQ.