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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.14

-0.8%

Jan 9 9:30 AM EST

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To: Paul Engel who wrote (48386)	7/19/2001 11:41:30 AM
From: fyodor_	Read Replies (1) of 275872

Paul, regarding Dell&#133 ``We're winning new customers at an unprecedented rate across our business, and servers and storage products remain the fastest-growing parts of our business,'' said Mr. Dell before the meeting. ``We believe we're widening our lead as the No. 1 computer-systems company, and that Dell will again earn the majority of industry profitability during the second quarter.'' And this will continue to be the case until someone emulates the Dell business model. I read somewhere a while back (there are two vague qualifiers for you) that Dell averaged 1 week worth of inventory, where Compaq and HP were at roughly 3 weeks. In times of rapidly falling CPU prices, this is clearly a massive advantage and Dell will (imho) continue to gain market share easily - until one of its competitors adapts (or a new competitor emerges). One obvious and easy target for market share increase is Europe. I don't know how things look in southern parts atm, but in northern Europe (and Scandinavia esp.), Compaq has a virtual monopoly on medium to large businesses. Dell has been gaining share slowly this past year and will continue to do so. I have yet to see any TV advertising campaign from them here (but plenty in print), so there's plenty of room for the rate of (local) market share gains to increase dramatically. Another good target would be the European consumer segment, which Dell currently has zero presence in - at least up until VERY recently. They seem to have made slight inroads with notebooks, but there appears to be a lack of consumer-specific models available (both notebook and desktop) - at least in the print-ads that are "bundled" with major newspapers. Of course, the lack of numerous models might be one of the ways Dell is keeping inventory low ;-) -fyo

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