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

To: rudedog who wrote (163979)	2/8/2001 1:04:09 PM
From: kaka	Read Replies (1) \| Respond to of 176387

Rude, Thanks for the link. As a commodity supplier, Dell for this year will grow revenues 25-27%. How many other companies which take technological initiatives can post those numbers? Nothing the article states is necessarily a bad thing for DELL. Dell's price advantage helps them with PC sales, and has been helping them grow server, workstation sales as well. All these divisions are profitable for DELL. The non-profitable ones?---close up shop and save the cash. The formula has worked well in the 2 and 4 way servers; Is DELL making inroads in the 8 way servers? I don't know, but if the commoditize that segment as they did others, then they will show growth there too...at the expanse of other companies. The last Dataquest numbers for servers looked great for DELL in terms of % share. How do you view DELL's latest agreement with Unisys? Just a rebranding, but doesn't this give them exposure where they had none? In layman terms, what would you like to see DELL do to build the next layer of their business? Cheers