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To: BGR who wrote (98482)2/12/1999 10:44:00 PM
From: Skeeter Bug  Read Replies (2) | Respond to of 176387
 
>>A. DELL has diversified into server and storage and is not in the sole business of selling desktops.<<

the server business is shrinking too. faster than the pc business. not sure about storage - but i'd bet that sucks, too.

>>B. Worldwide, it will take a while for PC demand to significantly slow down.<<

pc growth is directly dependent on pc prices. the only way to keep pcs growing w/o component prices collapsing is to lose revenue.

we all know revenue doesn't matter... NOT!!! ;-)



To: BGR who wrote (98482)2/13/1999 3:29:00 AM
From: Doug Fowler  Read Replies (1) | Respond to of 176387
 
While margins in the server business are much better than in the desktop business, they have been in decline for quite some time.

Dell is not immune to this.


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