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

To: stubba who wrote (165450)	5/18/2001 10:10:43 PM
From: rudedog	Read Replies (2) \| Respond to of 176387

stubba - I have been tracking the percent revenue from servers and storage pretty closely - and despite the claims, it has been constant at about 20% for over 2 years. In the last year, DELL has done a number of things which make the analysis harder to do - and the inclusion of workstations in their enterprise number also masks the server / storage numbers. There may have actually been a decline in server / storage revenue this quarter (if contribution from workstations went up) but I have not cranked on it hard enough to know for sure. However, even DELL management pegs the number at 20%. I'm not sure that is troubling - it depends on the eventual end game which has yet to evolve. But based on the numbers as posted, there is not yet a revenue shift in favor of enterprise. I am not saying that DELL is in trouble - they are the healthiest in the sector. But like edamo, I see nothing in current strategy which will build stock price any time soon.