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Technology Stocks : Dell Technologies Inc.
DELL 126.77+3.1%3:38 PM EST

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To: D.J.Smyth who wrote (165477)5/22/2001 1:10:09 PM
From: kaka  Read Replies (2) of 176387
 
D.J

Re: They're now in the beginning stages of attacking networking, storage, high-end server applications, and services/software implementation by employing the five stage processes here as well, from the ground up.

This must give pundits a good laugh. They'll point out Dell's specious attempts at services, and Dell's attempt at high margin items.....and then point out the lack of revenue growth in certain areas.

Dell's direct model was not supposed to work anywhere except in the US. Then it was ok for it to work in England, but nowhere else in Europe.....Europeans don't buy direct. Now it can't work in specific countries in Europe. And, of course, it can't work in Asia, where buyers are too nationalistic. Check out the workstation numbers?

""Dell was the only vendor that grew worldwide units and revenue both annually and sequentially, with dramatic market share gain in Western Europe(2), adding more than five percentage points in a single quarter.""

Dell also is not supoosed to do 4 and 8 way servers, but we were told that segment grew 42% yoy. Just make sure when you mention this, you detail the fact you are talking about UNITS.

Cheers,
Kaka
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