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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Lee who wrote (132211)	6/10/1999 10:10:00 AM
From: Mohan Marette	Read Replies (3) \| Respond to of 176387

Merill & IDC on DELLnet. (Other:Japan recovering???? ) Lee:(Re:.Bank of England cuts rates) so who is going to be next ECB?? But they already have a very low rate don't they,like 3% something,guess ECB countries will have to do something to gain a bit more momentum,particularly Germany. Looks like Japan is getting back on track eralier than expected or could this be an aberration??? Have you any opinion on it?? Japan. ....."JGB yields rose more than 10 basis points after Japan's Economic Planning Agency said overnight Japan's January-March real gross domestic product jumped 1.9 percent from the prior quarter and against the average forecast of up 0.23 percent. ''The implication is if Japan recovers, gee, what will the rest of the world do? How much stronger will the U.S. become?'' one T-bond futures floor analyst said... ================================ Here is an interesting take on DELLnet from IDC and Milunovich. ..But even if Dell only gets new buyers of Dell PCs to use the service, the company stands to make a reasonable dent in the online service market. According to International Data Corporation, Dell's marketshare in Western Europe is slightly less than 10 percent, second only to Compaq. ....... Already in the United States, Internet usage is one of the primary drivers of PC sales. In European households, Internet usage is predicted to triple to 47 million users by 2003, according to Jupiter Communications. In the United Kingdom, electronics retailer Dixon's started a mad rush to offer "free" access to the Internet with its Freeserve Internet service. Users of free services, including Dell's, still pay phone charges for each minute they are online. Dixon's became the top ISP in the United Kingdom over the more established America Online in a matter of months as a result. Which raises a logical question: Will Dell do the same in the United States? Not exactly. Because U.S. consumers are used to paying for their Internet service. One possible method Dell is considering is a move to the cell phone strategy where the cost of the PC is subsidized by selling a contract for Dell-branded Internet service, said Merrill Lynch analyst Steve Milunovich in a recent report. (See related story) Michael Dell, chief executive of Dell Computer, has also hinted that the company is exploring the idea. In a recent conference call with financial analysts, the analogy he used was that of the cable-TV subscription, where users lease a cable TV box for a nominal fee and get charged for access to programs....... news.com