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To: Gopher Broke who wrote (16373)	10/28/2000 9:42:39 PM
From: tejek	Respond to of 275872

Gopher It is not nearly so simple. Look at Gateway or Compaq - there is real evidence that increasing numbers of people who want Athlons. But Dell (quite rightly) place a high value on their special relationship with Intel, which has served them well so far. Has it? Check out 2000 revenue increases YOY for GTW, CPQ and Dell; first number is revenue increase YOY for the entire year, second number is for the lastest quarter YOY: GTW: 11%/16% CPQ: 10%/22% Dell: 32%/25% Dell is the only one of the three making smaller YOY increases as the year progresses. Now I have not checked out all the components that go into those increases, but on the surface, it does not appear that the Intel/Dell relationship is helping Dell's revenue cause. Of course Dell is coming from a higher rate of past growth than either GTW or CPQ. Nonetheless, the direction for Dell is down while CPQ and GTW are heading up......CPQ quite dramatically. ted