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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: rudedog who wrote (57046)	8/7/1998 1:16:00 PM
From: SecularBull	Read Replies (1) \| Respond to of 176387

Rudedog, if CPQ's total revenues are around 24 billion, how can they fit 22 billion of revenue from non-desktop enterprise business into what you say is 40-60% of the total business? Seriously curious... LoD

To: rudedog who wrote (57046)	8/7/1998 4:18:00 PM
From: HDC	Read Replies (1) \| Respond to of 176387

Rudedog, Re: Enterprise Systems Market You stated: "Dell will need to develop a service arm to really develop penetration into that space. Excluding desktops, the enterprise systems market is in excess of $120B for platforms alone, Dell does maybe $1B in that space. CPQ does about $22B. Dell may eventually go there but not with their current business model." Could you elaborate on the enterprise systems market in general and the platforms market in particular? Is that in excess of $120B for platforms PER YEAR?? I'm curious as to Dell's & CPQ's role as suppliers to this market. ie. what hardware, etc. Thanks, Duncan