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

To: D.J.Smyth who wrote (162380)	10/27/2000 10:47:20 AM
From: rudedog	Read Replies (3) \| Respond to of 176387

D.J. - You are incorrect about CPQ server sales versus DELL. DELL includes workstation sales and related services in their "enterprise" number, CPQ does not. CPQ has shown better unit and revenue growth than DELL in servers. Last quarter DELL's server revenue Y/Y growth was around 25% as best I can determine. DELL went to great lengths to avoid answering direct questions about that number. I don't think it would be accurate to say that CPQ took server share from DELL, since DELL grew faster than the market - under that scenario, one could argue that no one could have taken share from DELL, DELL grew share. But that is not what Fortuna said. He said "It appears that CPQ has eaten into Dell's growth in this area" which may be accurate. Fortuna makes the assumption that CPQ's very strong presence in the high end of the business has capped DELL's ability to move up the food chain. The fact that DELL's percentage of revenue from servers, storage and workstations combined grew only 1% last quarter reinforces the notion that the servers were not growing as anticipated, since workstation growth was outstanding at about 70%.