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To: Yousef who wrote (169474)8/15/2002 8:37:49 PM
From: TGPTNDR  Read Replies (1) | Respond to of 186894
 
<Daniel Kuntzler of JP Morgan> On the market share, the sequential market share, I'm looking at some dataquest numbers , ?? numbers for the server market. And there might be some distortion because of IBM's mainframe cycle, but, um, it does show, a, a little bit of a drop, about 110 basis points for Dell in total revenues in enterprise...

-tgp



To: Yousef who wrote (169474)8/15/2002 8:40:29 PM
From: willcousa  Read Replies (1) | Respond to of 186894
 
Well, if Dell wanted into the 1 ghz market AMD would be a good source. Seems they are doing just fine at 1.5 and up tho.


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