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To: Jim Patterson who wrote (48252)6/19/1998 4:48:00 PM
From: Ian Davidson  Respond to of 176388
 
Bill Gates bullish on P.C. Industry:

zdnet.com

Ian



To: Jim Patterson who wrote (48252)6/19/1998 5:06:00 PM
From: Meathead  Read Replies (2) | Respond to of 176388
 
Re: Both IBM and CPQ agree that the days of 30% and 40% margins on high end servers are over...

They can thank Dell for that... who's setting the tempo here?

MEATHEAD



To: Jim Patterson who wrote (48252)6/19/1998 11:11:00 PM
From: K. M. Strickler  Read Replies (1) | Respond to of 176388
 
JP,

I thought that DELL was in the 20-25% margin rate already, except for the server area.

Doesn't this mean that IBM and CPQ are just coming in line with DELL?

Regards,

Ken


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