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

To: Shannon V. Puls who wrote (68921)	10/3/1998 8:47:00 AM
From: rudedog	Respond to of 176387

Shannon - the server market is shrinking. Only by revenue, reflecting the increased penetration of Intel-based hardware into the traditional Unix and proprietary space. This is because although units are rising at better than 30% per year, the cost of the units is less than 60% of the units they are replacing. This is still a huge growth market for Dell and CPQ in particular. The revenue trend is bad for Sun, IBM and HP since their high end lines (and the 70% margins that go with them) are being hit.

To: Shannon V. Puls who wrote (68921)	10/3/1998 9:15:00 AM
From: Mohan Marette	Respond to of 176387

But not for DELL. Not quite,perhaps in Q2 but that is old now isn't it and it could even be an anomaly.I do believe as long as the the whole world is getting wired to the internet and considering most of them are not including the U.S, the server business will be one of the fastest growing segments for a long time to come. Isn't it amazing that DELL did phenomenally well (relatively) even in a shrinking market in Q2? Case in points Asia & Servers. This speaks volumes about DELL the company.If they can grow in double and triple digits in a shrinking market imagine what they could be doing in a growing market!