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

To: John Koligman who wrote (91090)5/3/2001 2:24:44 PM
From: rudedog  Read Replies (1) | Respond to of 97611
 
John - yes. Although that's really just a guess since I don't know the exact mix of CPQ's volume server products. I know they dominate the 8 way market and have a majority of the 4-way market. DELL has little presence in either space. Margins are still high on those products, and they also typically require a higher level of services than DELL provides. And of course DELL has nothing at all in the UNIX space, or the high end stuff like Himalaya.


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