SI
SI
discoversearch

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.
Technology Stocks : Dell Technologies Inc.
DELL 138.80-2.7%Nov 11 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Patrick E.McDaniel who wrote (131869)6/8/1999 11:44:00 PM
From: BGR  Read Replies (2) of 176387
 
Patrick,

TBH, I am not very happy about this news. MSN has real estate on every single Windows PC and so has AOL. AOL beat MSN handily and that was by focussing on being a better ISP (whatever the definition of better is).

Dellnet will have real estate in about 5-10% max of all PCs over the next two years or so (depending on future growth in PC sales by DELL). Unless they are going into the ISP business, I would not expect then to provide a dellnet icon on PCs by other manufacturers. So, as far as ISP revenue is concerned, this will be of no concern to AOL. Now if Dell is aspiring to become an ISP, that's a different issue, but in that case I would bet on AOL (just as I would bet on DELL if AOL were to enter the box manufacturing business).

So, I believe that this is purely marketting to improve PC sales. This worries me. I know that Europe was sluggish last quarter and the European economy itself is sluggish with Germany's GDP actually shrinking and Euro falling in price (which affects DELL's revenues in Europe as well as pushes prices of DELL PCs up). Free ISPs have a cost to the provider. Is DELL really desparate to boost European sales? Its unit sales as we all know are growing. But what's happenning to the ASP and gross margins?

I didn't like gigabuys and I don't like Dellnet. I want to hear more about the high end.

-BGR.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News