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Technology Stocks : Dell Technologies Inc.
DELL 133.59-1.8%3:59 PM EST
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To: rudedog who wrote (162086)10/13/2000 12:07:16 PM
From: Meathead  Read Replies (2) of 176387
 
Has anybody seen details behind GTW's non-PC sales?

Specifically, what exactly is considered non-PC besides the beyond-the-box statement vagaries of Internet services and software, financing and the sale of warranties etc. I haven't seen this broken out anywhere in the income statement and if it isn't, wouldn't we be just taking management's word for it?

>50% of income is generated from Non-PC. What % of Revenue does that equate to?

This is the only statement I could find with a clue.

Non-PC income was more than 50 percent of income, Gateway said, exceeding the company's fourth quarter 2000 target of 45 percent. Executives on the call said the Non-PC income is now about 23 percent of all sales.

Is this a misprint or do they mean Non-PC revenue is 23% of all sales? If so, 77% of revenue is generated from PC hardware contributing to 50% of income and 23% of revenue is generated from higher margin beyond-the-box initiatives contributing to the other 50%.

In my mind, if anybody is a PC company it's gateway and 3/4 revenue from PC sales is still inside the box. However, they are doing a brilliant job of seizing every opportunity to distance themselves from the PC label. Dell could easily do the same but why they don't leaves me mystified.

MEATHEAD
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