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To: Meathead who wrote (48254)6/19/1998 5:35:00 PM
From: Venkie  Respond to of 176388
 
SEE YOU GUYS AND GAL NEXT WEEK..
SIG HOLD THE FART DOWN ...
KEMBLE BUY DELL...I PUT A BUY ORDER IN JUST IN CASE WE SEE A DIP



To: Meathead who wrote (48254)6/23/1998 11:59:00 AM
From: Jim Patterson  Read Replies (1) | Respond to of 176388
 
RE: 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?>>

Sorry for the late responce on this one,
But DELL was making 30-40% margins on servers also.
DELL may or may not be able to maintain that.
BUT the important point here is that the two biggest server companies are becoming more agressive on pricing in this area.

Jim