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

To: OLDTRADER who wrote (149124)	12/13/1999 9:21:00 AM
From: TechMkt	Respond to of 176387

Keep in mind this data was published before DELL opened it's Brazilian plant in early November. That plant should help penatration into the entire region. Fez ___________________ GartnerGroup's Dataquest Says Latin American Server Shipments Surpassed 38,000 Units in Third Quarter; New Program Tracks All Vendors and Server Platforms in the Region Monday December 13 8:15am Source: BusinessWire SAN JOSE, Calif.--(BUSINESS WIRE)--Dec. 13, 1999--As Latin American small businesses try to become more efficient, many companies are turning to servers. During the third quarter of 1999, server shipments in Latin America surpassed 38,000 units, according to Dataquest Inc., a unit of Gartner Group, Inc. (NYSE:IT). "As businesses in Latin America continue their technological adoption and their interactions with the local and global markets, the need for server systems with the latest technologies will increase," said Lillian Alvarado, industry analyst for Dataquest's Server Quarterly Statistics Latin America program. "Given the growing power of entry-level servers, these systems will continue to have a dominant role for small businesses throughout the region." Compaq was the No. 1 vendor in the region based on shipments, while IBM was the No. 1 vendor based on revenue (see Tables 1 and 2). The top three vendors dominated the market, accounting for 54 percent of total shipments in the region and more than 71 percent of server revenue for the third quarter of 1999. -0- *T Table 1 Latin American Server Vendor Unit Shipment Estimates, Third Quarter 1999 (Units) Company Shipments Market Share (%) Compaq 10,286 26.9 IBM 6,286 16.4 Hewlett-Packard 4,214 11.0 Dell 1,893 4.9 Acer 960 2.5 Others 14,662 38.3 Total 38,301 100.0

To: OLDTRADER who wrote (149124)	12/13/1999 9:31:00 AM
From: OLDTRADER	Respond to of 176387

RE:Great stuff-Read Maureen Dowd in this mornings New York Times-she is a national treasure.wbm

To: OLDTRADER who wrote (149124)	12/13/1999 10:37:00 AM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Hi!! RE: When IBM folds it's PC business into DELL and MSD's "big four-forward areas" kick in and DELL passes 50 BILLION in revenues-and the stock is sporting it's dependable old 40-50 times earnings PE and or it's 1.5 PEG rate some of these "hot-shoe little B2B/internet knats may just not be where you want to be for real good sleeping.wbm Precisely why I'm scared... :o) Best, Kemble

To: OLDTRADER who wrote (149124)	12/13/1999 10:58:00 AM
From: rudedog	Read Replies (3) \| Respond to of 176387

wbm - several assumptions in your post which I would question - When IBM folds it's PC business into DELL I know there has been a lot of talk about this on the thread but I have not seen anything in IBM's moves which would support this notion. IBM recently put their #2 guy in charge of their volume server business - they obviously intend to keep that for themselves. They also have done a number of deals with ACER, who is already their supplier for much of the Aptiva consumer line - I doubt that there is any reason for them to shift that business to DELL, especially since they plan to compete with DELL as a direct consumer marketer. That leaves only IBM's commercial desktop business. I don't see a business case where IBM would have a reason to have DELL do that work. I think it is much more likely that IBM will use its services presence as a trojan horse in DELL accounts, as they have done with other vendors. They might obey the "letter of the law" when it comes to PC sales, but what about those high margin back-end pieces? Shift those to RS6000, or even AS400? And since DELL has no offerings in that space, who's to say whether the customer might have bought DELL servers if IBM had not been in the account? As far as "$50B in revenues" - the last guy who advanced that as a "strategic goal" was Eckhard Pfeiffer at CPQ, and you see how well it worked for them. I would be more impressed with something that won a few hearts and minds. I'm not too impressed with just "more of the same" given the stock performance we have seen this year on what was really fine traditional execution by DELL. They obviously need to do something more than just turn up the volume on their current strengths.