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To: Meathead who wrote (26050)12/22/1997 10:45:00 AM
From: Lee  Read Replies (2) | Respond to of 176387
 
MH, Re: "My sense is that Compaq's product mix towards the high end server business has been better than Dell's and largely responsible for the GM advantage." Was this the strategy behind the purchase of Tandem? That can't be a contributing factor yet can it?

Regards,

Lee



To: Meathead who wrote (26050)12/22/1997 7:15:00 PM
From: Thomas Duttera  Respond to of 176387
 
Thanks for your analysis. I wish that all posts on SI were as insightful.


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