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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Don Lloyd who wrote (75630)	2/11/2000 10:24:00 AM
From: Earlie	Respond to of 132070

Don: I have to agree with your observations. I am amazed at the prices Dell manages to extract from some. Still, generically, the pressure on Dell's prices is a nasty reality. Best, Earlie

To: Don Lloyd who wrote (75630)	2/11/2000 11:45:00 AM
From: Simba	Read Replies (1) \| Respond to of 132070

I saw Dan Niles saying that he is encouraged by the growth in their non-systems business, which was around 16% of revenue last quarter. He also said this segment is growing at 50% yoy. He said that the non-systems business is primarily non-hardware business. I know that DELL just announced plans to do web hosting etc., but what kind of non-systems business are they currently doing ? The DELL.com auctions and other stuff cant be making that much money. Simba