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To: hpeace who wrote (25813)12/19/1997 1:51:00 PM
From: Jim Patterson  Read Replies (2) | Respond to of 176387
 
okay, quit bouncing. prove to me that cpq and even dell will not get
3 times the avg. growth rate....
what facts can you bring up to refute this??????
that's a 45% growth...by the way...estimates have cpq growing a 50+% minimum in the 4th qtr.
and you have the numbers...what is cpq suppose to grow in the 1q98????

Neither one of us can prove what is going to happen.
To mindlessly assume that the past will repeat itself is just plain stupid.
You can no more prove your case than I can.
I Do know people that sell CPQ pc and they say that in large orders they are not to loose to DELL based on price.
If the Unit growth is 15% with 10% decrease in ASP, that is only 5% rev growth. At that leves, EPS will slow dramaticaly.
There, I think we agree.

Jim



To: hpeace who wrote (25813)12/19/1997 4:26:00 PM
From: Wayne Lian  Respond to of 176387
 
steve, why is that CPQ seems to get along with HP very well, but is obsessed with competing with DELL, while in fact CPQ and HP have much more overlap?


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