Jim remember this?
To: jim kelley who wrote (136952)
From: Meathead Saturday, July 17, 1999 ÿ10:27 PM EST
Reply # of 148375
Re: They clearly pointed out the main directions that the company is taking for the future. They cited 4 focii of growth:
1) Enterprise
2) services
3) Global expansion
4) Consumer PC's.
Jim, I find it refreshing that someone actually pays attention.
I believe that out of enterprise, storage alone would be a $40B
market. Services, $550B, PC's $250B. Servers and workstations I
don't recall... may have been rolled up into the PC numbers.
Add it all up and were looking at a ~$850B revenue pie to go after. And some are questioning Dell's focus in these areas. Am I missing something here?
Yet, everyone is full of excitement over Dell becoming an ISP.
Yes, it's necessary to support share gains in the consumer segment,
but by itself, it pales in comparison to the market just for
NAS and SANS storage!
Is anyone confused by this? It's simple.
American households = 100M
Monthly ISP fee = $20
Total possible yearly consumer revenue pie in America if every house, condo, trailer, apartment used and paid for internet access... $24B.
I see massive consolidation here in the near future.
MEATHEAD
and then in November.......
Dell Computer Seeks 15% of Worldwide Computer Market, CEO Says
Dell Computer Seeks 15% of Worldwide Computer Market, CEO Says
Detroit, Nov. 1 (Bloomberg) -- Dell Computer Corp., the
No. 1 personal-computer maker in the U.S., seeks to gain about 15
percent of the estimated $750 billion worldwide market for
computers and related services, Chairman Michael Dell said.
``I'd like to double or triple our market share from about
4 percent now,' said Dell, who is also chief executive, in a
speech to the Economic Club of Detroit held at the Cobo Center.
He answered questions submitted by the audience about his
company's Internet strategy.
Michael Dell said the company, which sells computers only
through the phone and the Internet, is looking to broaden its
geographic reach and expand its business in enterprise servers
used for corporate and other computer networks. It also plans to
boost its sales to consumers and small businesses as well as its
services business, which he said doubles its sales every year.
When asked whether rival Compaq Computer Corp.'s slump would
ever end, the chairman said Compaq's problems stemmed from its
purchase of Digital Equipment Corp. last year.
``This complicated the business that they're managing to a
level that nobody anticipated,' Dell said. He said that by
comparison to Dell, Houston-based Compaq's costs are ``a little
more than twice ours, and essentially their gross margin and
operating costs are the same.'
Dell, 34, said that for Compaq, the world's biggest PC
maker, to be competitive with Dell Computer, it would have to
have half the number of employees it does today, and the
remaining employees would have to do the same things that the
people at Round Rock, Texas-based Dell do.
Dell Computer shares rose 5/8 to 40 3/4. The company's
stock, the best performer in the Standard & Poor's 500 Index in
each of the last three years, has risen 11 percent this year.
Compaq shares rose 5/16 to 19 7/16 and have fallen 54 percent
this year.
--Dan Hart in Detroit (248) 208-9848 through the San Francisco
newsroom (415) 912-2980/jac
Story illustration: For a graph comparing the historical spread
between Dell and Compaq, type DELL US CPQ US
HS2 |
