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Technology Stocks : Dell Technologies Inc.
DELL 138.58-1.5%3:59 PM EST

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To: rudedog who wrote (143169)9/29/1999 4:47:00 PM
From: Lee  Read Replies (1) of 176387
 
Hi Rudy,..Re:.That's why DELL used them exclusively until CPQ bought DELL.

Until CPQ bought DEC . I believe Dell originally got it's good service reputation based on DEC service. Ironic how muddled things eventually become? <g>

For the whole time we have been talking about service, way over a year now, it seems there is still mucho confusion regarding PC services and enterprise services.

Would the IBM quarterly report serve to clarify this? Especially when we look at the difference in gross margins?

ibm.com

Revenues from IBM Global Services, including maintenance, grew 15 percent (15 percent at constant currency) in the second quarter to $8.0 billion. Excluding maintenance, Global Services revenues increased 19 percent (18 percent at constant currency) to $6.7 billion. IBM signed $9.5 billion in services contracts in the quarter
and concluded the quarter with a total services contract backlog of approximately $55.2 billion.


Revenues from the Enterprise Investments/Other area, which includes custom applications and other products designed to meet specialized customer requirements, increased 19 percent (19 percent at constant currency) year over year to $669 million.


Three Months Six Months
Ended June 30, Ended June 30,
Percent Percent
1999 1998 Change 1999 1998 Change

Global Services 7,988 6,969 14.6% 15,538 13,310 16.7%
Gross margin 28.4% 27.3% 27.4% 27.2%

Enterprise Investments/
Other 669 562 19.1% 1,227 1,158 6.0%
Gross margin 38.9% 39.6% 36.0% 36.2%

Cheers,

Lee

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