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To: Gabriel008 who wrote (42906)1/10/1999 7:49:00 PM
From: Kenya AA  Respond to of 97611
 
Hi Gabriel: Assuming that your calculations are correct AND that your assumptions/hopes about management not being a bunch of idiots is also correct, my conclusion would be that the "difference" will be made up by the growth in the services area. I understand that growth there (e.g. IBM) is gangbusters.

JM$.02

K



To: Gabriel008 who wrote (42906)1/10/1999 9:44:00 PM
From: rudedog  Respond to of 97611
 
Gabriel -
IDC does not report Tandem sales - the Tandem people I have talked to are claiming 'blowout' - and that stuff is mid-60's margin. Services guys are also smiling a lot - IDC won't report services. IDC also does not cover the traditional Alpha business.

I will eat my hat if CPQ does not blow out the number. PC's now represent less than half of CPQ's business, even if you count Intel-based servers.


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