Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Eggolas Moria who wrote (51011)	3/9/1999 6:41:00 PM
From: Alohal	Read Replies (1) \| Respond to of 132070

Gary, thanks for the info on servers. I'm sure you took note of where the decline in server revenues came from, a huge decline in server revenues from "Others", while while the big 5 increased revenues. Also not Dell share up 95% while total revenue declined 4.3%. Me I'll take a piece of pie that's twice as big this year even if the pie is 4% smaller. Wouldn't you? My estimate is for continued growth in both the server and storage area of 45-60% growth year-over-year for at least the next two years, especially as the margins will continue to be significantly better than in the PC area. Again, if there was a PC slowdown, which company do you believe is best positioned to take significant market share from the rest of the industry? Regards