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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (13594)	8/22/2002 4:10:54 PM
From: stockman_scott	Respond to of 57684

Dell's Real Growth Isn't in Consumerland thestreet.com <<..."The next big thing for Dell is enterprise -- servers and storage are by far the biggest opportunity and challenge for them," says Walter Winnitzki, an analyst at First Albany. For the last 10 quarters, sales of those products have fluctuated to account for about 20% of revenue. But rather than reflecting weakness in the enterprise division, that merely reflects the fact that Dell's PC business "did extraordinarily well," says Winnitzki. "If you look at market share data in PC servers, you'll see Dell actually scored a lot of growth, but the problem is the whole market in servers just collapsed." Dell still fared better than competitors -- and the promising news is that the server and storage portion of its business is on the upswing again, having steadily risen from 18% two quarters ago. That puts the company in a sweet spot when companies start spending on big expensive projects again...>>