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To: hpeace who wrote (28554)1/27/1998 1:10:00 PM
From: Lee  Read Replies (1) | Respond to of 176387
 
hpeace, Re:<<the most improtant thing is dec's service and support and consulting infrastructure. consulting is where the 50% gross margin biz is>>
You are correct in that the growth in the IT business is not yet realized and DEC has extensive high end consulting and services business in the industrial world. I only see it growing, especially since the disappearance of the "Modcomp" computers. Why can't Dell make a hostile counter offer? Is 9.2 billion such a stretch to be in the big leagues?
Lee



To: hpeace who wrote (28554)1/27/1998 1:34:00 PM
From: kemble s. matter  Read Replies (1) | Respond to of 176387
 
Steve,
Hi!!! Yes, I agree ....makes sense...CNBC made reference to the consulting and how it was a big plus...How could DEC have helped Dell?? Could you explain in further detail? Providing this high end margin for 2000 plan...Thanks. I just read in Barron's Mike Dell's comments about growing Dell and not entering the $1000 PC market.... since they were growing at 50% and not 20%...Interested in your thoughts...
Best, Kemble


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